Wagner Wealth Management’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 | $828 | Sell |
34
-1,069
| -97% | -$26K | ﹤0.01% | 237 |
|
|
2025
Q1 | $26.8K | Buy |
1,103
+192
| +21% | +$4.67K | 0.01% | 171 |
|
|
2024
Q4 | $21.9K | Buy |
911
+235
| +35% | +$5.65K | 0.01% | 171 |
|
|
2024
Q3 | $16.6K | Buy |
676
+88
| +15% | +$2.16K | ﹤0.01% | 172 |
|
|
2024
Q2 | $14.2K | Buy |
588
+74
| +14% | +$1.78K | ﹤0.01% | 204 |
|
|
2024
Q1 | $12.4K | Sell |
514
-1,178
| -70% | -$28.4K | ﹤0.01% | 202 |
|
|
2023
Q4 | $41K | Buy |
1,692
+90
| +6% | +$2.18K | 0.01% | 167 |
|
|
2023
Q3 | $38.4K | Buy |
1,602
+178
| +13% | +$4.26K | 0.01% | 143 |
|
|
2023
Q2 | $34.2K | Buy |
1,424
+92
| +7% | +$2.21K | 0.01% | 148 |
|
|
2023
Q1 | $32.5K | Buy |
1,332
+38
| +3% | +$927 | 0.01% | 151 |
|
|
2022
Q4 | $31.2K | Buy |
+1,294
| New | +$31.2K | 0.02% | 159 |
|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$31K | – | 663 |
|
|
2020
Q4 | $31K | Buy |
+1,200
| New | +$31K | 0.03% | 155 |
|