Seven Post Investment Office’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 | – | Sell |
-25,221
| Closed | -$614K | – | 38 |
|
|
2025
Q1 | $614K | Buy |
25,221
+94
| +0.4% | +$2.29K | 0.23% | 24 |
|
|
2024
Q4 | $605K | Buy |
25,127
+55
| +0.2% | +$1.32K | 0.23% | 24 |
|
|
2024
Q3 | $614K | Buy |
25,072
+624
| +3% | +$15.3K | 0.09% | 37 |
|
|
2024
Q2 | $588K | Buy |
24,448
+42
| +0.2% | +$1.01K | 0.11% | 37 |
|
|
2024
Q1 | $588K | Sell |
24,406
-2,666
| -10% | -$64.3K | 0.14% | 38 |
|
|
2023
Q4 | $656K | Sell |
27,072
-2,736
| -9% | -$66.3K | 0.17% | 33 |
|
|
2023
Q3 | $714K | Sell |
29,808
-2,038
| -6% | -$48.8K | 0.2% | 32 |
|
|
2023
Q2 | $765K | Sell |
31,846
-86,512
| -73% | -$2.08M | 0.23% | 31 |
|
|
2023
Q1 | $2.89M | Sell |
118,358
-3,390
| -3% | -$82.7K | 1.04% | 15 |
|
|
2022
Q4 | $2.94M | Buy |
121,748
+97,786
| +408% | +$2.36M | 1.03% | 16 |
|
|
2022
Q3 | $578K | Buy |
+23,962
| New | +$578K | 0.22% | 27 |
|