TD Private Client Wealth’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 | $139K | Sell |
5,681
-48
| -0.8% | -$1.17K | ﹤0.01% | 696 |
|
|
2025
Q1 | $139K | Buy |
5,729
+4,953
| +638% | +$121K | ﹤0.01% | 665 |
|
|
2024
Q4 | $18.7K | Hold |
776
| – | – | ﹤0.01% | 985 |
|
|
2024
Q3 | $19K | Sell |
776
-84,364
| -99% | -$2.07M | ﹤0.01% | 973 |
|
|
2024
Q2 | $2.05M | Buy |
85,140
+738
| +0.9% | +$17.8K | 0.06% | 226 |
|
|
2024
Q1 | $2.03M | Buy |
84,402
+2,814
| +3% | +$67.8K | 0.07% | 234 |
|
|
2023
Q4 | $1.98M | Buy |
81,588
+1,788
| +2% | +$43.3K | 0.07% | 224 |
|
|
2023
Q3 | $1.91M | Hold |
79,800
| – | – | 0.08% | 211 |
|
|
2023
Q2 | $1.92M | Hold |
79,800
| – | – | 0.08% | 230 |
|
|
2023
Q1 | $1.95M | Hold |
79,800
| – | – | 0.09% | 229 |
|
|
2022
Q4 | $1.92M | Sell |
79,800
-2,354
| -3% | -$56.8K | 0.09% | 225 |
|
|
2022
Q3 | $1.98M | Buy |
+82,154
| New | +$1.98M | 0.1% | 208 |
|