Valeo 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 | $17.6K | Buy |
+12,926
| New | +$17.6K | ﹤0.01% | 747 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1478 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1349 |
|
|
2020
Q2 | – | Sell |
-46
| Closed | -$1K | – | 2067 |
|
|
2020
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1651 |
|
|
2019
Q3 | – | Sell |
-290
| Closed | -$7K | – | 1643 |
|
|
2019
Q2 | $7K | Hold |
290
| – | – | ﹤0.01% | 1121 |
|
|
2019
Q1 | $7K | Buy |
+290
| New | +$7K | ﹤0.01% | 1055 |
|