AHL 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 | $2.53M | Sell |
103,881
-8,570
| -8% | -$209K | 1.69% | 21 |
|
|
2025
Q1 | $2.74M | Sell |
112,451
-5,985
| -5% | -$146K | 1.89% | 18 |
|
|
2024
Q4 | $2.85M | Sell |
118,436
-5,598
| -5% | -$135K | 1.99% | 17 |
|
|
2024
Q3 | $3.04M | Sell |
124,034
-976
| -0.8% | -$23.9K | 2.1% | 16 |
|
|
2024
Q2 | $3.01M | Sell |
125,010
-11,100
| -8% | -$267K | 2.21% | 16 |
|
|
2024
Q1 | $3.28M | Sell |
136,110
-1,250
| -0.9% | -$30.1K | 2.52% | 13 |
|
|
2023
Q4 | $3.33M | Sell |
137,360
-11,424
| -8% | -$277K | 2.72% | 13 |
|
|
2023
Q3 | $3.56M | Sell |
148,784
-918
| -0.6% | -$22K | 3.17% | 11 |
|
|
2023
Q2 | $3.6M | Buy |
149,702
+870
| +0.6% | +$20.9K | 3.2% | 11 |
|
|
2023
Q1 | $3.63M | Sell |
148,832
-1,574
| -1% | -$38.4K | 3.35% | 11 |
|
|
2022
Q4 | $3.63M | Sell |
150,406
-50,126
| -25% | -$1.21M | 3.37% | 10 |
|
|
2022
Q3 | $4.84M | Sell |
200,532
-4,444
| -2% | -$107K | 4.98% | 3 |
|
|
2022
Q2 | $5.04M | Buy |
204,976
+1,924
| +0.9% | +$47.3K | 5.07% | 3 |
|
|
2022
Q1 | $5.03M | Sell |
203,052
-570
| -0.3% | -$14.1K | 4.61% | 4 |
|
|
2021
Q4 | $5.18M | Buy |
+203,622
| New | +$5.18M | 4.72% | 4 |
|