Ameritas Advisory Services’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 | $2.8M | Buy |
114,673
+100,603
| +715% | +$2.45M | 0.15% | 145 |
|
2025
Q1 | $342K | Sell |
14,070
-3,397
| -19% | -$82.6K | 0.01% | 669 |
|
2024
Q4 | $420K | Sell |
17,467
-6,651
| -28% | -$160K | 0.01% | 636 |
|
2024
Q3 | $591K | Buy |
24,118
+14,056
| +140% | +$344K | 0.03% | 511 |
|
2024
Q2 | $242K | Buy |
10,062
+288
| +3% | +$6.93K | 0.01% | 802 |
|
2024
Q1 | $236K | Sell |
9,774
-40,914
| -81% | -$986K | 0.01% | 780 |
|
2023
Q4 | $1.23M | Buy |
50,688
+3,628
| +8% | +$87.9K | 0.07% | 245 |
|
2023
Q3 | $1.13M | Buy |
+47,060
| New | +$1.13M | 0.06% | 318 |
|
2023
Q2 | – | Sell |
-46,228
| Closed | -$1.12M | – | 2173 |
|
2023
Q1 | $1.12M | Buy |
46,228
+5,316
| +13% | +$129K | 0.06% | 298 |
|
2022
Q4 | $987K | Buy |
40,912
+3,298
| +9% | +$79.5K | 0.05% | 349 |
|
2022
Q3 | $908K | Sell |
37,614
-34
| -0.1% | -$821 | 0.05% | 297 |
|
2022
Q2 | $926K | Buy |
+37,648
| New | +$926K | 0.05% | 301 |
|