Rise Advisors’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 | $16.2K | Buy |
664
+33
| +5% | +$805 | 0.01% | 666 |
|
2025
Q1 | $15.4K | Buy |
631
+4
| +0.6% | +$97 | 0.01% | 672 |
|
2024
Q4 | $15.1K | Buy |
627
+9
| +1% | +$217 | 0.01% | 824 |
|
2024
Q3 | $15.1K | Buy |
+618
| New | +$15.1K | 0.01% | 858 |
|
2022
Q3 | – | Sell |
-778
| Closed | -$19K | – | 738 |
|
2022
Q2 | $19K | Buy |
+778
| New | +$19K | 0.02% | 247 |
|