WMG Financial Advisors’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 | $250K | Sell |
10,268
-105
| -1% | -$2.56K | 0.09% | 158 |
|
|
2025
Q1 | $252K | Sell |
10,373
-246
| -2% | -$5.99K | 0.11% | 138 |
|
|
2024
Q4 | $255K | Buy |
10,619
+219
| +2% | +$5.27K | 0.11% | 135 |
|
|
2024
Q3 | $255K | Buy |
10,400
+12
| +0.1% | +$294 | 0.12% | 138 |
|
|
2024
Q2 | $250K | Buy |
10,388
+766
| +8% | +$18.4K | 0.13% | 123 |
|
|
2024
Q1 | $232K | Buy |
+9,622
| New | +$232K | 0.13% | 121 |
|