Western Wealth Management’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 | $607K | Sell |
24,902
-273
| -1% | -$6.66K | 0.04% | 370 |
|
|
2025
Q1 | $613K | Sell |
25,175
-120
| -0.5% | -$2.92K | 0.04% | 339 |
|
|
2024
Q4 | $609K | Sell |
25,295
-23,199
| -48% | -$558K | 0.04% | 328 |
|
|
2024
Q3 | $1.19M | Buy |
48,494
+25,884
| +114% | +$634K | 0.07% | 284 |
|
|
2024
Q2 | $544K | Buy |
22,610
+2,246
| +11% | +$54K | 0.04% | 348 |
|
|
2024
Q1 | $491K | Sell |
20,364
-32,096
| -61% | -$774K | 0.04% | 366 |
|
|
2023
Q4 | $1.27M | Buy |
52,460
+21,440
| +69% | +$519K | 0.09% | 230 |
|
|
2023
Q3 | $743K | Buy |
31,020
+4,658
| +18% | +$112K | 0.06% | 308 |
|
|
2023
Q2 | $633K | Buy |
26,362
+10,140
| +63% | +$244K | 0.05% | 330 |
|
|
2023
Q1 | $396K | Buy |
+16,222
| New | +$396K | 0.04% | 435 |
|
|
2022
Q4 | – | Sell |
-14,428
| Closed | -$348K | – | 767 |
|
|
2022
Q3 | $348K | Sell |
14,428
-556
| -4% | -$13.4K | 0.02% | 591 |
|
|
2022
Q2 | $367K | Sell |
14,984
-396
| -3% | -$9.7K | 0.02% | 552 |
|
|
2022
Q1 | $381K | Buy |
+15,380
| New | +$381K | 0.02% | 606 |
|
|
2020
Q2 | – | Sell |
-8,284
| Closed | -$214K | – | 431 |
|
|
2020
Q1 | $214K | Sell |
8,284
-270
| -3% | -$6.98K | 0.05% | 327 |
|
|
2019
Q4 | $216K | Sell |
8,554
-600
| -7% | -$15.2K | 0.03% | 379 |
|
|
2019
Q3 | $232K | Hold |
9,154
| – | – | 0.05% | 350 |
|
|
2019
Q2 | $232K | Hold |
9,154
| – | – | 0.03% | 356 |
|
|
2019
Q1 | $231K | Hold |
9,154
| – | – | 0.05% | 339 |
|
|
2018
Q4 | $228K | Buy |
+9,154
| New | +$228K | 0.06% | 301 |
|