Total Clarity Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $687K | Hold |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $834K | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $3.59M | Buy |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $400K | Buy |
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