Total Clarity Wealth Management’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 | – | Sell |
-28,546
| Closed | -$687K | – | 329 |
|
|
2025
Q1 | $687K | Hold |
28,546
| – | – | 0.22% | 117 |
|
|
2024
Q4 | $687K | Sell |
28,546
-3,100
| -10% | -$74.6K | 0.22% | 117 |
|
|
2024
Q3 | $775K | Sell |
31,646
-3,020
| -9% | -$74K | 0.25% | 108 |
|
|
2024
Q2 | $834K | Sell |
34,666
-14,394
| -29% | -$346K | 0.29% | 93 |
|
|
2024
Q1 | $1.18M | Sell |
49,060
-1,698
| -3% | -$40.9K | 0.41% | 68 |
|
|
2023
Q4 | $1.23M | Sell |
50,758
-27,012
| -35% | -$654K | 0.5% | 59 |
|
|
2023
Q3 | $1.86M | Sell |
77,770
-26,070
| -25% | -$624K | 0.9% | 24 |
|
|
2023
Q2 | $2.5M | Sell |
103,840
-49,724
| -32% | -$1.19M | 1.24% | 14 |
|
|
2023
Q1 | $3.75M | Buy |
153,564
+4,700
| +3% | +$115K | 2.03% | 4 |
|
|
2022
Q4 | $3.59M | Buy |
148,864
+35,258
| +31% | +$850K | 1.83% | 6 |
|
|
2022
Q3 | $2.74M | Buy |
113,606
+100,198
| +747% | +$2.42M | 1.71% | 9 |
|
|
2022
Q2 | $330K | Buy |
+13,408
| New | +$330K | 0.17% | 141 |
|
|
2022
Q1 | – | Sell |
-96
| Closed | -$2K | – | 773 |
|
|
2021
Q4 | $2K | Hold |
96
| – | – | ﹤0.01% | 926 |
|
|
2021
Q3 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 930 |
|
|
2020
Q3 | – | Sell |
-8,650
| Closed | -$223K | – | 135 |
|
|
2020
Q2 | $223K | Sell |
8,650
-6,800
| -44% | -$175K | 0.2% | 115 |
|
|
2020
Q1 | $400K | Buy |
+15,450
| New | +$400K | 0.62% | 55 |
|