Westside Investment 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 | $7.36K | Hold |
302
| – | – | ﹤0.01% | 1058 |
|
|
2025
Q1 | $7.35K | Hold |
302
| – | – | ﹤0.01% | 729 |
|
|
2024
Q4 | $7.27K | Hold |
302
| – | – | ﹤0.01% | 731 |
|
|
2024
Q3 | $7.4K | Hold |
302
| – | – | ﹤0.01% | 728 |
|
|
2024
Q2 | $7.27K | Hold |
302
| – | – | ﹤0.01% | 704 |
|
|
2024
Q1 | $7.28K | Hold |
302
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $7.32K | Hold |
302
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $7.23K | Hold |
302
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $7.26K | Hold |
302
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $7.37K | Hold |
302
| – | – | ﹤0.01% | 641 |
|
|
2022
Q4 | $7 | Hold |
302
| – | – | ﹤0.01% | 656 |
|
|
2022
Q3 | $7 | Hold |
302
| – | – | ﹤0.01% | 652 |
|
|
2022
Q2 | $7 | Hold |
302
| – | – | ﹤0.01% | 647 |
|
|
2022
Q1 | $7 | Hold |
302
| – | – | ﹤0.01% | 651 |
|
|
2021
Q4 | $7 | Hold |
302
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $7 | Hold |
302
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $7 | Hold |
302
| – | – | ﹤0.01% | 608 |
|
|
2021
Q1 | $7 | Buy |
+302
| New | +$7 | ﹤0.01% | 594 |
|