Studio Investment 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 |
-20,436
| Closed | -$497K | – | 284 |
|
|
2025
Q1 | $497K | Sell |
20,436
-5,850
| -22% | -$142K | 0.1% | 115 |
|
|
2024
Q4 | $632K | Sell |
26,286
-161,658
| -86% | -$3.89M | 0.13% | 99 |
|
|
2024
Q3 | $4.6M | Buy |
187,944
+5,996
| +3% | +$147K | 0.97% | 29 |
|
|
2024
Q2 | $4.38M | Buy |
181,948
+22,854
| +14% | +$550K | 1% | 27 |
|
|
2024
Q1 | $3.83M | Buy |
159,094
+27,546
| +21% | +$664K | 0.91% | 33 |
|
|
2023
Q4 | $3.19M | Sell |
131,548
-14,834
| -10% | -$359K | 0.81% | 39 |
|
|
2023
Q3 | $3.51M | Buy |
146,382
+100,946
| +222% | +$2.42M | 0.98% | 30 |
|
|
2023
Q2 | $1.09M | Buy |
45,436
+44,484
| +4,673% | +$1.07M | 0.31% | 61 |
|
|
2023
Q1 | $23.2K | Buy |
+952
| New | +$23.2K | 0.01% | 173 |
|