Anchor 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 | $97K | Hold |
3,980
| – | – | 0.01% | 479 |
|
|
2025
Q1 | $96.9K | Hold |
3,980
| – | – | 0.01% | 465 |
|
|
2024
Q4 | $95.8K | Hold |
3,980
| – | – | 0.01% | 471 |
|
|
2024
Q3 | $97.5K | Sell |
3,980
-350
| -8% | -$8.57K | 0.01% | 469 |
|
|
2024
Q2 | $104K | Hold |
4,330
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $104K | Hold |
4,330
| – | – | 0.01% | 437 |
|
|
2023
Q4 | $105K | Hold |
4,330
| – | – | 0.01% | 436 |
|
|
2023
Q3 | $104K | Hold |
4,330
| – | – | 0.01% | 423 |
|
|
2023
Q2 | $104K | Hold |
4,330
| – | – | 0.01% | 417 |
|
|
2023
Q1 | $106K | Hold |
4,330
| – | – | 0.01% | 435 |
|
|
2022
Q4 | $104K | Hold |
4,330
| – | – | 0.02% | 431 |
|
|
2022
Q3 | $104K | Hold |
4,330
| – | – | 0.02% | 425 |
|
|
2022
Q2 | $106K | Hold |
4,330
| – | – | 0.02% | 444 |
|
|
2022
Q1 | $107K | Hold |
4,330
| – | – | 0.01% | 462 |
|
|
2021
Q4 | $110K | Sell |
4,330
-2,000
| -32% | -$50.9K | 0.01% | 467 |
|
|
2021
Q3 | $162K | Sell |
6,330
-250
| -4% | -$6.4K | 0.02% | 385 |
|
|
2021
Q2 | $169K | Hold |
6,580
| – | – | 0.02% | 382 |
|
|
2021
Q1 | $169K | Hold |
6,580
| – | – | 0.03% | 368 |
|
|
2020
Q4 | $169K | Hold |
6,580
| – | – | 0.03% | 322 |
|
|
2020
Q3 | $169K | Buy |
6,580
+400
| +6% | +$10.3K | 0.03% | 301 |
|
|
2020
Q2 | $160K | Hold |
6,180
| – | – | 0.04% | 301 |
|
|
2020
Q1 | $160K | Hold |
6,180
| – | – | 0.04% | 281 |
|
|
2019
Q4 | $156K | Sell |
6,180
-180
| -3% | -$4.54K | 0.03% | 317 |
|
|
2019
Q3 | $161K | Hold |
6,360
| – | – | 0.04% | 314 |
|
|
2019
Q2 | $161K | Hold |
6,360
| – | – | 0.04% | 314 |
|
|
2019
Q1 | $160K | Sell |
6,360
-390
| -6% | -$9.79K | 0.04% | 319 |
|
|
2018
Q4 | $168K | Hold |
6,750
| – | – | 0.05% | 295 |
|
|
2018
Q3 | $167K | Hold |
6,750
| – | – | 0.04% | 315 |
|
|
2018
Q2 | $168K | Hold |
6,750
| – | – | 0.04% | 325 |
|
|
2018
Q1 | $168K | Hold |
6,750
| – | – | 0.04% | 317 |
|
|
2017
Q4 | $169K | Buy |
6,750
+2,000
| +42% | +$50K | 0.04% | 304 |
|
|
2017
Q3 | $120K | Hold |
4,750
| – | – | 0.04% | 321 |
|
|
2017
Q2 | $120K | Buy |
+4,750
| New | +$120K | 0.04% | 299 |
|