Alliance Wealth Management Group’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 | $1.11M | Sell |
45,734
-113
| -0.2% | -$2.76K | 0.28% | 43 |
|
|
2025
Q1 | $1.12M | Sell |
45,847
-280
| -0.6% | -$6.82K | 0.3% | 43 |
|
|
2024
Q4 | $1.11M | Buy |
46,127
+1,793
| +4% | +$43.1K | 0.3% | 43 |
|
|
2024
Q3 | $1.09M | Buy |
44,334
+732
| +2% | +$17.9K | 0.29% | 43 |
|
|
2024
Q2 | $1.05M | Buy |
43,602
+1,692
| +4% | +$40.7K | 0.3% | 42 |
|
|
2024
Q1 | $1.01M | Sell |
41,910
-35,086
| -46% | -$846K | 0.3% | 42 |
|
|
2023
Q4 | $1.87M | Buy |
+76,996
| New | +$1.87M | 0.58% | 37 |
|
|
2023
Q2 | $1.9M | Sell |
78,910
-36,562
| -32% | -$879K | 0.62% | 35 |
|
|
2023
Q1 | $2.82M | Buy |
115,472
+8,566
| +8% | +$209K | 0.96% | 28 |
|
|
2022
Q4 | $2.58M | Sell |
106,906
-2,894
| -3% | -$69.8K | 0.94% | 30 |
|
|
2022
Q3 | $2.65M | Buy |
109,800
+68,472
| +166% | +$1.65M | 1.03% | 27 |
|
|
2022
Q2 | $1.02M | Sell |
41,328
-2,724
| -6% | -$67K | 0.38% | 40 |
|
|
2022
Q1 | $1.09M | Buy |
44,052
+1,704
| +4% | +$42.2K | 0.35% | 40 |
|
|
2021
Q4 | $1.08M | Buy |
42,348
+44
| +0.1% | +$1.12K | 0.33% | 39 |
|
|
2021
Q3 | $1.08M | Buy |
42,304
+2,852
| +7% | +$73K | 0.35% | 39 |
|
|
2021
Q2 | $1.01M | Buy |
39,452
+2,182
| +6% | +$55.9K | 0.34% | 38 |
|
|
2021
Q1 | $956K | Sell |
37,270
-57,026
| -60% | -$1.46M | 0.36% | 32 |
|
|
2020
Q4 | $2.42M | Buy |
94,296
+2,714
| +3% | +$69.7K | 0.95% | 23 |
|
|
2020
Q3 | $2.36M | Buy |
91,582
+13,054
| +17% | +$336K | 1.01% | 23 |
|
|
2020
Q2 | $2.03M | Buy |
78,528
+47,474
| +153% | +$1.23M | 0.93% | 23 |
|
|
2020
Q1 | $803K | Buy |
31,054
+786
| +3% | +$20.3K | 0.43% | 32 |
|
|
2019
Q4 | $764K | Buy |
30,268
+1,412
| +5% | +$35.6K | 0.34% | 36 |
|
|
2019
Q3 | $730K | Buy |
28,856
+966
| +3% | +$24.4K | 0.35% | 36 |
|
|
2019
Q2 | $706K | Buy |
27,890
+3,850
| +16% | +$97.5K | 0.35% | 36 |
|
|
2019
Q1 | $603K | Sell |
24,040
-408
| -2% | -$10.2K | 0.32% | 37 |
|
|
2018
Q4 | $610K | Buy |
24,448
+666
| +3% | +$16.6K | 0.36% | 35 |
|
|
2018
Q3 | $589K | Buy |
23,782
+4,116
| +21% | +$102K | 0.32% | 33 |
|
|
2018
Q2 | $489K | Buy |
19,666
+2,868
| +17% | +$71.3K | 0.28% | 41 |
|
|
2018
Q1 | $419K | Sell |
16,798
-1,962
| -10% | -$48.9K | 0.2% | 52 |
|
|
2017
Q4 | $460K | Sell |
18,760
-1,316
| -7% | -$32.3K | 0.23% | 51 |
|
|
2017
Q3 | $500K | Buy |
20,076
+10,680
| +114% | +$266K | 0.13% | 58 |
|
|
2017
Q2 | $233K | Buy |
9,396
+920
| +11% | +$22.8K | 0.13% | 60 |
|
|
2017
Q1 | $210K | Sell |
8,476
-19,724
| -70% | -$489K | 0.12% | 65 |
|
|
2016
Q4 | $710K | Buy |
+28,200
| New | +$710K | 0.52% | 18 |
|