Successful Portfolios’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 | $4.91M | Sell |
201,423
-4,085
| -2% | -$99.6K | 3.02% | 9 |
|
|
2025
Q1 | $5M | Buy |
205,508
+2,194
| +1% | +$53.4K | 3.4% | 4 |
|
|
2024
Q4 | $4.89M | Sell |
203,314
-8,250
| -4% | -$198K | 3.27% | 8 |
|
|
2024
Q3 | $5.18M | Buy |
211,564
+2,624
| +1% | +$64.3K | 3.51% | 5 |
|
|
2024
Q2 | $5.03M | Sell |
208,940
-4,270
| -2% | -$103K | 3.51% | 4 |
|
|
2024
Q1 | $5.14M | Buy |
213,210
+2,364
| +1% | +$57K | 3.51% | 4 |
|
|
2023
Q4 | $5.11M | Sell |
210,846
-39,474
| -16% | -$956K | 3.82% | 3 |
|
|
2023
Q3 | $5.99M | Sell |
250,320
-24,096
| -9% | -$577K | 5.31% | 2 |
|
|
2023
Q2 | $6.59M | Sell |
274,416
-77,162
| -22% | -$1.85M | 5.68% | 2 |
|
|
2023
Q1 | $8.58M | Sell |
351,578
-23,042
| -6% | -$562K | 5.38% | 2 |
|
|
2022
Q4 | $9.04M | Buy |
374,620
+3,666
| +1% | +$88.4K | 5.89% | 2 |
|
|
2022
Q3 | $8.95M | Sell |
370,954
-55,208
| -13% | -$1.33M | 6.49% | 2 |
|
|
2022
Q2 | $10.5M | Buy |
426,162
+65,958
| +18% | +$1.62M | 7.05% | 1 |
|
|
2022
Q1 | $8.92M | Buy |
360,204
+41,080
| +13% | +$1.02M | 5.08% | 2 |
|
|
2021
Q4 | $8.11M | Buy |
319,124
+48,316
| +18% | +$1.23M | 4.41% | 2 |
|
|
2021
Q3 | $6.93M | Buy |
270,808
+9,384
| +4% | +$240K | 4.14% | 2 |
|
|
2021
Q2 | $6.7M | Buy |
261,424
+4,816
| +2% | +$123K | 4.06% | 2 |
|
|
2021
Q1 | $6.58M | Buy |
256,608
+8,752
| +4% | +$225K | 4.34% | 2 |
|
|
2020
Q4 | $6.37M | Buy |
247,856
+4,642
| +2% | +$119K | 4.57% | 2 |
|
|
2020
Q3 | $6.26M | Buy |
243,214
+12,044
| +5% | +$310K | 5% | 2 |
|
|
2020
Q2 | $5.97M | Sell |
231,170
-10,582
| -4% | -$273K | 5.25% | 2 |
|
|
2020
Q1 | $6.25M | Buy |
241,752
+28,200
| +13% | +$729K | 6.32% | 2 |
|
|
2019
Q4 | $5.39M | Buy |
213,552
+29,554
| +16% | +$746K | 4.8% | 3 |
|
|
2019
Q3 | $4.65M | Buy |
183,998
+15,662
| +9% | +$396K | 4.37% | 3 |
|
|
2019
Q2 | $4.26M | Buy |
168,336
+6,394
| +4% | +$162K | 4.57% | 3 |
|
|
2019
Q1 | $4.06M | Buy |
161,942
+31,984
| +25% | +$803K | 4.44% | 3 |
|
|
2018
Q4 | $3.24M | Buy |
129,958
+22,618
| +21% | +$564K | 4.14% | 3 |
|
|
2018
Q3 | $2.66M | Sell |
107,340
-3,948
| -4% | -$97.8K | 2.9% | 3 |
|
|
2018
Q2 | $2.77M | Buy |
111,288
+15,284
| +16% | +$380K | 3.23% | 3 |
|
|
2018
Q1 | $2.39M | Buy |
96,004
+16,906
| +21% | +$421K | 2.9% | 3 |
|
|
2017
Q4 | $1.98M | Buy |
+79,098
| New | +$1.98M | 2.46% | 3 |
|