Sheets Smith Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.11M | Sell |
87,384
-13,154
| -13% | -$318K | 0.21% | 102 |
|
|
2026
Q1 | $2.44M | Sell |
100,538
-15,712
| -14% | -$382K | 0.27% | 83 |
|
|
2025
Q4 | $2.83M | Sell |
116,250
-14,956
| -11% | -$365K | 0.31% | 75 |
|
|
2025
Q3 | $3.2M | Sell |
131,206
-7,672
| -6% | -$187K | 0.36% | 68 |
|
|
2025
Q2 | $3.39M | Sell |
138,878
-7,287
| -5% | -$177K | 0.4% | 62 |
|
|
2025
Q1 | $3.56M | Sell |
146,165
-3,149
| -2% | -$76.2K | 0.44% | 58 |
|
|
2024
Q4 | $3.59M | Sell |
149,314
-7,966
| -5% | -$193K | 0.44% | 57 |
|
|
2024
Q3 | $3.85M | Sell |
157,280
-5,282
| -3% | -$128K | 0.47% | 54 |
|
|
2024
Q2 | $3.91M | Buy |
162,562
+10,294
| +7% | +$247K | 0.47% | 57 |
|
|
2024
Q1 | $3.67M | Sell |
152,268
-3,728
| -2% | -$90K | 0.41% | 63 |
|
|
2023
Q4 | $3.78M | Sell |
155,996
-1,224
| -0.8% | -$29.4K | 0.54% | 48 |
|
|
2023
Q3 | $3.76M | Buy |
157,220
+326
| +0.2% | +$7.81K | 0.57% | 45 |
|
|
2023
Q2 | $3.77M | Buy |
156,894
+35,494
| +29% | +$861K | 0.55% | 48 |
|
|
2023
Q1 | $2.96M | Buy |
121,400
+9,306
| +8% | +$225K | 0.45% | 53 |
|
|
2022
Q4 | $2.7M | Sell |
112,094
-66,678
| -37% | -$1.61M | 0.42% | 57 |
|
|
2022
Q3 | $4.31M | Sell |
178,772
-32,332
| -15% | -$791K | 0.72% | 37 |
|
|
2022
Q2 | $5.19M | Sell |
211,104
-36,164
| -15% | -$892K | 0.85% | 30 |
|
|
2022
Q1 | $6.13M | Sell |
247,268
-10,268
| -4% | -$258K | 0.84% | 32 |
|
|
2021
Q4 | $6.55M | Sell |
257,536
-5,616
| -2% | -$143K | 0.81% | 33 |
|
|
2021
Q3 | $6.74M | Buy |
263,152
+7,264
| +3% | +$186K | 0.91% | 28 |
|
|
2021
Q2 | $6.55M | Sell |
255,888
-8,300
| -3% | -$213K | 0.88% | 28 |
|
|
2021
Q1 | $6.78M | Buy |
264,188
+8,208
| +3% | +$211K | 1% | 25 |
|
|
2020
Q4 | $6.58M | Buy |
255,980
+2,426
| +1% | +$62.4K | 0.99% | 22 |
|
|
2020
Q3 | $6.53M | Sell |
253,554
-12,750
| -5% | -$329K | 1.14% | 21 |
|
|
2020
Q2 | $6.88M | Buy |
266,304
+5,872
| +2% | +$152K | 1.38% | 18 |
|
|
2020
Q1 | $6.74M | Buy |
260,432
+29,962
| +13% | +$763K | 1.41% | 17 |
|
|
2019
Q4 | $5.82M | Buy |
230,470
+27,804
| +14% | +$702K | 1.11% | 18 |
|
|
2019
Q3 | $5.13M | Buy |
202,666
+24,094
| +13% | +$609K | 1.05% | 24 |
|
|
2019
Q2 | $4.52M | Buy |
178,572
+51,982
| +41% | +$1.31M | 0.93% | 24 |
|
|
2019
Q1 | $3.18M | Buy |
126,590
+15,466
| +14% | +$386K | 0.69% | 35 |
|
|
2018
Q4 | $2.77M | Buy |
111,124
+47,840
| +76% | +$1.19M | 0.75% | 34 |
|
|
2018
Q3 | $1.57M | Buy |
+63,284
| New | +$1.57M | 0.32% | 83 |
|
Other funds holding SCHO
MFT
BSB
FFG
HPA
MPWT
DC
CST
AWM
HF
RF