Wealth Group’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 | – | Sell |
-41,804
| Closed | -$1.02M | – | 138 |
|
|
2025
Q1 | $1.02M | Buy |
41,804
+9,366
| +29% | +$228K | 0.66% | 40 |
|
|
2024
Q4 | $780K | Buy |
32,438
+5,294
| +20% | +$127K | 0.5% | 46 |
|
|
2024
Q3 | $665K | Buy |
27,144
+6,736
| +33% | +$165K | 0.45% | 54 |
|
|
2024
Q2 | $491K | Buy |
20,408
+1,546
| +8% | +$37.2K | 0.35% | 65 |
|
|
2024
Q1 | $455K | Buy |
+18,862
| New | +$455K | 0.34% | 73 |
|