Transamerica Financial Advisors’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 | $539 | Hold |
23
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $1K | Sell |
23
-1
| -4% | -$43 | ﹤0.01% | 531 |
|
|
2024
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 535 |
|
|
2024
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 509 |
|
|
2024
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 554 |
|
|
2023
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 564 |
|
|
2023
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 624 |
|
|
2022
Q3 | $1K | Sell |
24
-132
| -85% | -$5.5K | ﹤0.01% | 588 |
|
|
2022
Q2 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 355 |
|
|
2020
Q3 | – | Sell |
-39,202
| Closed | -$1.01M | – | 418 |
|
|
2020
Q2 | $1.01M | Buy |
+39,202
| New | +$1.01M | 0.22% | 67 |
|
|
2019
Q3 | – | Sell |
-23,238
| Closed | -$588K | – | 445 |
|
|
2019
Q2 | $588K | Buy |
+23,238
| New | +$588K | 0.13% | 114 |
|