Tempus Wealth Planning’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 | $838K | Buy |
34,356
+576
| +2% | +$14K | 0.21% | 123 |
|
|
2025
Q1 | $822K | Buy |
33,780
+1,279
| +4% | +$31.1K | 0.25% | 113 |
|
|
2024
Q4 | $782K | Buy |
32,501
+2,691
| +9% | +$64.7K | 0.24% | 106 |
|
|
2024
Q3 | $730K | Hold |
29,810
| – | – | 0.27% | 99 |
|
|
2024
Q2 | $717K | Sell |
29,810
-394
| -1% | -$9.48K | 0.3% | 92 |
|
|
2024
Q1 | $728K | Buy |
30,204
+3,910
| +15% | +$94.3K | 0.32% | 88 |
|
|
2023
Q4 | $637K | Sell |
26,294
-2,360
| -8% | -$57.2K | 0.28% | 86 |
|
|
2023
Q3 | $686K | Sell |
28,654
-4,540
| -14% | -$109K | 0.34% | 71 |
|
|
2023
Q2 | $798K | Buy |
33,194
+68
| +0.2% | +$1.63K | 0.36% | 81 |
|
|
2023
Q1 | $808K | Sell |
33,126
-6,874
| -17% | -$168K | 0.4% | 66 |
|
|
2022
Q4 | $965K | Sell |
40,000
-10,972
| -22% | -$265K | 0.59% | 53 |
|
|
2022
Q3 | $1.23M | Buy |
+50,972
| New | +$1.23M | 0.82% | 31 |
|