Valley Forge Investment Consultants’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
Q1 | – | Sell |
-41,445
| Closed | -$997K | – | 88 |
|
|
2024
Q4 | $997K | Buy |
41,445
+2,077
| +5% | +$50K | 0.34% | 28 |
|
|
2024
Q3 | $964K | Buy |
39,368
+2,058
| +6% | +$50.4K | 0.34% | 27 |
|
|
2024
Q2 | $898K | Buy |
37,310
+7,648
| +26% | +$184K | 0.34% | 26 |
|
|
2024
Q1 | $715K | Buy |
29,662
+1,060
| +4% | +$25.6K | 0.28% | 31 |
|
|
2023
Q4 | $693K | Buy |
28,602
+4,666
| +19% | +$113K | 0.31% | 33 |
|
|
2023
Q3 | $573K | Buy |
23,936
+6,646
| +38% | +$159K | 0.26% | 38 |
|
|
2023
Q2 | $415K | Buy |
17,290
+8
| +0% | +$192 | 0.2% | 40 |
|
|
2023
Q1 | $422K | Buy |
17,282
+3,338
| +24% | +$81.4K | 0.22% | 40 |
|
|
2022
Q4 | $336K | Buy |
13,944
+3,454
| +33% | +$83.3K | 0.18% | 48 |
|
|
2022
Q3 | $253K | Buy |
10,490
+1,158
| +12% | +$27.9K | 0.14% | 58 |
|
|
2022
Q2 | $230K | Buy |
+9,332
| New | +$230K | 0.11% | 62 |
|