Successful Portfolios’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Successful Portfolios’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.54M	Buy	230,209 +7,218	+3%	+$174K	2.59%	10
2026 Q1	$5.41M	Buy	222,991 +6,354	+3%	+$155K	2.98%	6
2025 Q4	$5.28M	Buy	216,637 +13,875	+7%	+$338K	2.69%	9
2025 Q3	$4.95M	Buy	202,762 +1,339	+0.7%	+$32.6K	2.89%	9
2025 Q2	$4.91M	Sell	201,423 -4,085	-2%	-$99.3K	3.02%	9
2025 Q1	$5M	Buy	205,508 +2,194	+1%	+$53.1K	3.4%	4
2024 Q4	$4.89M	Sell	203,314 -8,250	-4%	-$200K	3.27%	8
2024 Q3	$5.18M	Buy	211,564 +2,624	+1%	+$63.8K	3.51%	5
2024 Q2	$5.03M	Sell	208,940 -4,270	-2%	-$102K	3.51%	4
2024 Q1	$5.14M	Buy	213,210 +2,364	+1%	+$57.1K	3.51%	4
2023 Q4	$5.11M	Sell	210,846 -39,474	-16%	-$948K	3.82%	3
2023 Q3	$5.99M	Sell	250,320 -24,096	-9%	-$578K	5.31%	2
2023 Q2	$6.59M	Sell	274,416 -77,162	-22%	-$1.87M	5.68%	2
2023 Q1	$8.58M	Sell	351,578 -23,042	-6%	-$558K	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%	-$1.35M	6.49%	2
2022 Q2	$10.5M	Buy	426,162 +65,958	+18%	+$1.63M	7.05%	1
2022 Q1	$8.92M	Buy	360,204 +41,080	+13%	+$1.03M	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%	+$718K	6.32%	2
2019 Q4	$5.39M	Buy	213,552 +29,554	+16%	+$747K	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%	+$161K	4.57%	3
2019 Q1	$4.06M	Buy	161,942 +31,984	+25%	+$799K	4.44%	3
2018 Q4	$3.24M	Buy	129,958 +22,618	+21%	+$561K	4.14%	3
2018 Q3	$2.66M	Sell	107,340 -3,948	-4%	-$98K	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	+$1.99M	2.46%	3