Revisor Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
15,864
-3,021
| -16% | -$73.3K | 0.14% | 174 |
|
|
2025
Q1 | $460K | Buy |
18,885
+2,588
| +16% | +$63K | 0.2% | 120 |
|
|
2024
Q4 | $392K | Sell |
16,297
-347
| -2% | -$8.35K | 0.36% | 54 |
|
|
2024
Q3 | $408K | Sell |
16,644
-1,062
| -6% | -$26K | 0.25% | 93 |
|
|
2024
Q2 | $426K | Sell |
17,706
-7,186
| -29% | -$173K | 0.3% | 74 |
|
|
2024
Q1 | $602K | Buy |
24,892
+7,738
| +45% | +$187K | 0.27% | 96 |
|
|
2023
Q4 | $416K | Sell |
17,154
-496
| -3% | -$12K | 0.48% | 43 |
|
|
2023
Q3 | $423K | Buy |
17,650
+5,932
| +51% | +$142K | 0.36% | 63 |
|
|
2023
Q2 | $282K | Sell |
11,718
-464
| -4% | -$11.2K | 0.25% | 115 |
|
|
2023
Q1 | $297K | Buy |
+12,182
| New | +$297K | 0.27% | 100 |
|