Robinson Smith Wealth 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 | $3.31M | Sell |
135,572
-7,851
| -5% | -$191K | 2.64% | 9 |
|
|
2025
Q1 | $3.49M | Buy |
143,423
+7,297
| +5% | +$178K | 2.92% | 7 |
|
|
2024
Q4 | $3.28M | Buy |
136,126
+25,202
| +23% | +$606K | 2.78% | 8 |
|
|
2024
Q3 | $2.72M | Buy |
110,924
+37,758
| +52% | +$925K | 2.31% | 11 |
|
|
2024
Q2 | $1.76M | Buy |
73,166
+1,458
| +2% | +$35.1K | 1.55% | 16 |
|
|
2024
Q1 | $1.73M | Sell |
71,708
-12,798
| -15% | -$308K | 1.66% | 15 |
|
|
2023
Q4 | $2.05M | Buy |
+84,506
| New | +$2.05M | 2.01% | 11 |
|