Spire 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
Sell
-1,224
Closed -$29.8K 2535
2025
Q1
$29.8K Hold
1,224
﹤0.01% 1481
2024
Q4
$29.4K Hold
1,224
﹤0.01% 1477
2024
Q3
$30K Hold
1,224
﹤0.01% 1310
2024
Q2
$29.5K Sell
1,224
-1,400
-53% -$33.7K ﹤0.01% 1295
2024
Q1
$63.2K Buy
2,624
+396
+18% +$9.54K ﹤0.01% 1135
2023
Q4
$53.9K Buy
2,228
+306
+16% +$7.41K ﹤0.01% 1185
2023
Q3
$46K Buy
1,922
+696
+57% +$16.7K ﹤0.01% 1202
2023
Q2
$29.5K Hold
1,226
﹤0.01% 1421
2023
Q1
$29.9K Buy
1,226
+796
+185% +$19.4K ﹤0.01% 1432
2022
Q4
$10K Buy
+430
New +$10K ﹤0.01% 1622
2022
Q3
Sell
-70
Closed -$2K 2538
2022
Q2
$2K Buy
+70
New +$2K ﹤0.01% 2396
2021
Q2
Sell
-100
Closed -$3K 2915
2021
Q1
$3K Buy
+100
New +$3K ﹤0.01% 2771