Advisornet Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Advisornet Financial’s Portfolio SCHO Stock Details SCHO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.7M	Buy	766,599 +9,501	+1%	+$232K	1.2%	17
2025 Q1	$18.4M	Buy	757,098 +85,517	+13%	+$2.08M	1.37%	13
2024 Q4	$16.2M	Buy	671,581 +423,103	+170%	+$10.2M	1.35%	14
2024 Q3	$12.2M	Buy	248,478 +6,263	+3%	+$307K	0.91%	20
2024 Q2	$11.7M	Buy	242,215 +115	+0%	+$5.54K	1.06%	17
2024 Q1	$11.7M	Buy	242,100 +35,240	+17%	+$1.7M	1.12%	14
2023 Q4	$10M	Sell	206,860 -378	-0.2%	-$18.3K	0.92%	19
2023 Q3	$9.92M	Buy	207,238 +19,905	+11%	+$953K	0.9%	25
2023 Q2	$9M	Buy	187,333 +52,554	+39%	+$2.53M	0.77%	26
2023 Q1	$6.58M	Buy	134,779 +124,231	+1,178%	+$6.06M	0.6%	37
2022 Q4	$509K	Sell	10,548 -5,334	-34%	-$257K	0.05%	292
2022 Q3	$766K	Sell	15,882 -19,623	-55%	-$946K	0.08%	246
2022 Q2	$1.75M	Sell	35,505 -52,779	-60%	-$2.6M	0.17%	146
2022 Q1	$4.37M	Sell	88,284 -68,430	-44%	-$3.39M	0.27%	79
2021 Q4	$7.97M	Sell	156,714 -5,016	-3%	-$255K	0.49%	40
2021 Q3	$8.28M	Sell	161,730 -4,467	-3%	-$229K	0.58%	34
2021 Q2	$8.51M	Buy	166,197 +2,494	+2%	+$128K	0.56%	33
2021 Q1	$8.4M	Buy	163,703 +13,868	+9%	+$712K	0.6%	29
2020 Q4	$7.7M	Buy	149,835 +41,017	+38%	+$2.11M	0.62%	26
2020 Q3	$5.6M	Sell	108,818 -483,595	-82%	-$24.9M	0.48%	41
2020 Q2	$30.6M	Buy	592,413 +175,312	+42%	+$9.05M	2.46%	5
2020 Q1	$21.6M	Buy	417,101 +293,842	+238%	+$15.2M	1.99%	5
2019 Q4	$6.22M	Sell	123,259 -70,174	-36%	-$3.54M	0.53%	41
2019 Q3	$9.79M	Buy	193,433 +71,554	+59%	+$3.62M	0.9%	17
2019 Q2	$6.17M	Buy	121,879 +53,632	+79%	+$2.71M	0.68%	24
2019 Q1	$3.43M	Buy	68,247 +123	+0.2%	+$6.17K	0.42%	50
2018 Q4	$3.4M	Sell	68,124 -7,873	-10%	-$393K	0.47%	38
2018 Q3	$3.77M	Buy	75,997 +21,931	+41%	+$1.09M	0.47%	40
2018 Q2	$2.69M	Sell	54,066 -9,201	-15%	-$458K	0.36%	55
2018 Q1	$3.15M	Sell	63,267 -1,803	-3%	-$89.9K	0.44%	44
2017 Q4	$3.26M	Buy	+65,070	New	+$3.26M	0.49%	40