Vantage Financial Partners (Wisconsin)’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 | $741K | Sell |
30,397
-2,843
| -9% | -$69.3K | 0.17% | 85 |
|
|
2025
Q1 | $809K | Sell |
33,240
-23,426
| -41% | -$570K | 0.2% | 71 |
|
|
2024
Q4 | $1.36M | Sell |
56,666
-26,056
| -31% | -$627K | 0.34% | 44 |
|
|
2024
Q3 | $2.03M | Sell |
82,722
-32,200
| -28% | -$789K | 0.5% | 24 |
|
|
2024
Q2 | $2.77M | Sell |
114,922
-24,882
| -18% | -$599K | 0.72% | 23 |
|
|
2024
Q1 | $3.37M | Buy |
139,804
+4,766
| +4% | +$115K | 0.91% | 21 |
|
|
2023
Q4 | $3.27M | Buy |
+135,038
| New | +$3.27M | 0.96% | 22 |
|