WealthShield Partners’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 | $11.3K | Buy |
+464
| New | +$11.3K | ﹤0.01% | 489 |
|
|
2024
Q1 | – | Sell |
-4,034
| Closed | -$97.7K | – | 506 |
|
|
2023
Q4 | $97.7K | Sell |
4,034
-3,808
| -49% | -$92.2K | 0.02% | 325 |
|
|
2023
Q3 | $188K | Hold |
7,842
| – | – | 0.03% | 295 |
|
|
2023
Q2 | $188K | Buy |
7,842
+460
| +6% | +$11.1K | 0.03% | 297 |
|
|
2023
Q1 | $180K | Buy |
+7,382
| New | +$180K | 0.03% | 299 |
|
|
2022
Q4 | – | Sell |
-30,518
| Closed | -$736K | – | 305 |
|
|
2022
Q3 | $736K | Sell |
30,518
-338
| -1% | -$8.15K | 0.15% | 162 |
|
|
2022
Q2 | $759K | Sell |
30,856
-842
| -3% | -$20.7K | 0.15% | 163 |
|
|
2022
Q1 | $785K | Buy |
+31,698
| New | +$785K | 0.13% | 176 |
|
|
2021
Q2 | – | Sell |
-170
| Closed | -$4K | – | 1090 |
|
|
2021
Q1 | $4K | Buy |
+170
| New | +$4K | ﹤0.01% | 1002 |
|