Team Financial Group’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 | $500K | Buy |
20,523
+2,447
| +14% | +$59.7K | 0.25% | 26 |
|
|
2025
Q1 | $440K | Sell |
18,076
-110
| -0.6% | -$2.68K | 0.25% | 28 |
|
|
2024
Q4 | $438K | Buy |
18,186
+634
| +4% | +$15.3K | 0.25% | 26 |
|
|
2024
Q3 | $430K | Buy |
17,552
+976
| +6% | +$23.9K | 0.26% | 27 |
|
|
2024
Q2 | $399K | Buy |
16,576
+178
| +1% | +$4.28K | 0.26% | 25 |
|
|
2024
Q1 | $395K | Buy |
16,398
+8,184
| +100% | +$197K | 0.27% | 25 |
|
|
2023
Q4 | $199K | Buy |
+8,214
| New | +$199K | 0.14% | 31 |
|