Weitzel Financial Services’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 | $706K | Sell |
29,046
-172
| -0.6% | -$4.18K | 0.3% | 25 |
|
|
2025
Q1 | $712K | Sell |
29,218
-1,808
| -6% | -$44K | 0.34% | 23 |
|
|
2024
Q4 | $749K | Buy |
31,026
+152
| +0.5% | +$3.67K | 0.35% | 24 |
|
|
2024
Q3 | $755K | Sell |
30,874
-348
| -1% | -$8.51K | 0.35% | 23 |
|
|
2024
Q2 | $748K | Buy |
31,222
+1,324
| +4% | +$31.7K | 0.37% | 23 |
|
|
2024
Q1 | $717K | Sell |
29,898
-11,490
| -28% | -$276K | 0.36% | 23 |
|
|
2023
Q4 | $1M | Sell |
41,388
-5,522
| -12% | -$134K | 0.54% | 23 |
|
|
2023
Q3 | $1.12M | Buy |
46,910
+310
| +0.7% | +$7.4K | 0.65% | 23 |
|
|
2023
Q2 | $1.12M | Sell |
46,600
-2,172
| -4% | -$52.2K | 0.64% | 21 |
|
|
2023
Q1 | $1.19M | Sell |
48,772
-2,300
| -5% | -$56K | 0.71% | 20 |
|
|
2022
Q4 | $1.23M | Sell |
51,072
-4,512
| -8% | -$109K | 0.79% | 20 |
|
|
2022
Q3 | $1.34M | Buy |
55,584
+1,852
| +3% | +$44.7K | 0.94% | 19 |
|
|
2022
Q2 | $1.32M | Sell |
53,732
-11,236
| -17% | -$276K | 0.89% | 19 |
|
|
2022
Q1 | $1.61M | Sell |
64,968
-41,890
| -39% | -$1.04M | 1.03% | 17 |
|
|
2021
Q4 | $2.72M | Sell |
106,858
-4,034
| -4% | -$103K | 1.64% | 15 |
|
|
2021
Q3 | $2.84M | Sell |
110,892
-4,890,290
| -98% | -$125M | 1.84% | 11 |
|
|
2021
Q2 | $48.8M | Buy |
5,001,182
+4,903,738
| +5,032% | +$47.8M | 1.72% | 11 |
|
|
2021
Q1 | $2.5M | Sell |
97,444
-5,882
| -6% | -$151K | 1.75% | 12 |
|
|
2020
Q4 | $2.65M | Buy |
+103,326
| New | +$2.65M | 1.98% | 12 |
|