Towneley Capital 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 | $13M | Sell |
535,171
-279,044
| -34% | -$6.8M | 2.99% | 10 |
|
2025
Q1 | $19.8M | Buy |
814,215
+27,566
| +4% | +$671K | 4.64% | 9 |
|
2024
Q4 | $18.9M | Buy |
786,649
+20,543
| +3% | +$494K | 4.5% | 8 |
|
2024
Q3 | $18.8M | Buy |
766,106
+17,512
| +2% | +$429K | 4.25% | 8 |
|
2024
Q2 | $18M | Buy |
748,594
+31,116
| +4% | +$749K | 4.23% | 7 |
|
2024
Q1 | $17.3M | Buy |
717,478
+15,558
| +2% | +$375K | 4.25% | 7 |
|
2023
Q4 | $17M | Buy |
+701,920
| New | +$17M | 4.36% | 7 |
|