Wealthspire Advisors (New York)’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 | $1.35M | Sell |
55,472
-1
| -0% | -$24 | 0.01% | 335 |
|
|
2025
Q1 | $1.35M | Sell |
55,473
-2,059
| -4% | -$50.1K | 0.01% | 333 |
|
|
2024
Q4 | $1.38M | Buy |
57,532
+1,862
| +3% | +$44.8K | 0.01% | 307 |
|
|
2024
Q3 | $1.36M | Sell |
55,670
-7,332
| -12% | -$180K | 0.01% | 317 |
|
|
2024
Q2 | $1.52M | Hold |
63,002
| – | – | 0.02% | 245 |
|
|
2024
Q1 | $1.52M | Hold |
63,002
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $1.53M | Buy |
63,002
+7,056
| +13% | +$171K | 0.02% | 242 |
|
|
2023
Q3 | $1.34M | Sell |
55,946
-26
| -0% | -$623 | 0.02% | 228 |
|
|
2023
Q2 | $1.35M | Hold |
55,972
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $1.37M | Hold |
55,972
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $1.35M | Buy |
55,972
+20,866
| +59% | +$503K | 0.02% | 207 |
|
|
2022
Q3 | $847K | Buy |
35,106
+3,734
| +12% | +$90.1K | 0.02% | 246 |
|
|
2022
Q2 | $772K | Buy |
+31,372
| New | +$772K | 0.02% | 247 |
|