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 |
|