Altiora Financial 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 | $22.4M | Sell |
917,059
-17,185
| -2% | -$419K | 4.37% | 6 |
|
|
2025
Q1 | $22.7M | Sell |
934,244
-103,852
| -10% | -$2.53M | 4.83% | 4 |
|
|
2024
Q4 | $25M | Buy |
1,038,096
+14,818
| +1% | +$357K | 5.43% | 4 |
|
|
2024
Q3 | $25.1M | Sell |
1,023,278
-45,782
| -4% | -$1.12M | 5.54% | 4 |
|
|
2024
Q2 | $25.7M | Buy |
1,069,060
+6,544
| +0.6% | +$157K | 6.18% | 3 |
|
|
2024
Q1 | $25.6M | Buy |
1,062,516
+26,352
| +3% | +$635K | 6.95% | 3 |
|
|
2023
Q4 | $25.1M | Buy |
1,036,164
+215,598
| +26% | +$5.22M | 7.27% | 3 |
|
|
2023
Q3 | $19.6M | Sell |
820,566
-63,998
| -7% | -$1.53M | 9.12% | 3 |
|
|
2023
Q2 | $21.3M | Buy |
884,564
+5,558
| +0.6% | +$134K | 9.34% | 3 |
|
|
2023
Q1 | $21.4M | Buy |
879,006
+8,310
| +1% | +$203K | 9.89% | 3 |
|
|
2022
Q4 | $21M | Buy |
+870,696
| New | +$21M | 10.48% | 3 |
|