Walkner Condon Financial Advisors’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 | $2.01M | Sell |
82,257
-37,209
| -31% | -$907K | 0.37% | 64 |
|
|
2025
Q1 | $2.91M | Sell |
119,466
-7,531
| -6% | -$183K | 0.59% | 42 |
|
|
2024
Q4 | $3.06M | Buy |
126,997
+29,959
| +31% | +$721K | 0.62% | 44 |
|
|
2024
Q3 | $2.38M | Buy |
97,038
+12,306
| +15% | +$301K | 0.48% | 51 |
|
|
2024
Q2 | $2.04M | Sell |
84,732
-2,260
| -3% | -$54.4K | 0.44% | 57 |
|
|
2024
Q1 | $2.1M | Sell |
86,992
-9,802
| -10% | -$236K | 0.44% | 57 |
|
|
2023
Q4 | $2.34M | Sell |
96,794
-3,896
| -4% | -$94.4K | 0.53% | 51 |
|
|
2023
Q3 | $2.41M | Buy |
100,690
+38,170
| +61% | +$914K | 0.64% | 42 |
|
|
2023
Q2 | $1.5M | Buy |
62,520
+4,220
| +7% | +$101K | 0.4% | 63 |
|
|
2023
Q1 | $1.42M | Buy |
58,300
+5,920
| +11% | +$144K | 0.4% | 60 |
|
|
2022
Q4 | $1.26M | Buy |
+52,380
| New | +$1.26M | 0.38% | 61 |
|