ViaWealth’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
2024
Q4
Sell
-11,306
Closed -$277K 151
2024
Q3
$277K Sell
11,306
-11,714
-51% -$287K 0.16% 131
2024
Q2
$554K Buy
23,020
+7,200
+46% +$173K 0.34% 90
2024
Q1
$381K Sell
15,820
-794
-5% -$19.1K 0.24% 120
2023
Q4
$402K Sell
16,614
-1,050
-6% -$25.4K 0.28% 113
2023
Q3
$423K Sell
17,664
-800
-4% -$19.2K 0.31% 103
2023
Q2
$444K Buy
+18,464
New +$444K 0.33% 101