Tennessee Valley Asset Management Partners’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 | $1.24M | Sell |
50,854
-1,733
| -3% | -$42.3K | 0.31% | 34 |
|
2025
Q1 | $1.28M | Buy |
52,587
+1,630
| +3% | +$39.7K | 0.21% | 60 |
|
2024
Q4 | $1.23M | Sell |
50,957
-60,203
| -54% | -$1.45M | 0.21% | 58 |
|
2024
Q3 | $1.35M | Buy |
111,160
+37,282
| +50% | +$454K | 0.22% | 58 |
|
2024
Q2 | $1.78M | Buy |
+73,878
| New | +$1.78M | 0.33% | 46 |
|
2024
Q1 | – | Sell |
-386
| Closed | -$9.35K | – | 616 |
|
2023
Q4 | $9.35K | Buy |
+386
| New | +$9.35K | ﹤0.01% | 471 |
|