Valtinson Bruner Financial Planning’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 | $390K | Sell |
15,982
-2,276
| -12% | -$55.5K | 0.12% | 92 |
|
|
2025
Q1 | $444K | Sell |
18,258
-1,303
| -7% | -$31.7K | 0.15% | 78 |
|
|
2024
Q4 | $471K | Sell |
19,561
-12,409
| -39% | -$299K | 0.16% | 87 |
|
|
2024
Q3 | $783K | Sell |
31,970
-5,238
| -14% | -$128K | 0.27% | 67 |
|
|
2024
Q2 | $895K | Sell |
37,208
-87,990
| -70% | -$2.12M | 0.36% | 62 |
|
|
2024
Q1 | $3.02M | Sell |
125,198
-31,236
| -20% | -$753K | 1.29% | 24 |
|
|
2023
Q4 | $3.79M | Sell |
156,434
-25,908
| -14% | -$628K | 1.95% | 16 |
|
|
2023
Q3 | $4.37M | Sell |
182,342
-13,778
| -7% | -$330K | 2.39% | 11 |
|
|
2023
Q2 | $4.71M | Buy |
+196,120
| New | +$4.71M | 2.54% | 10 |
|