Apella Capital’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 | $8.65M | Sell |
356,834
-95,182
| -21% | -$2.31M | 0.23% | 80 |
|
|
2025
Q1 | $11M | Sell |
452,016
-330,862
| -42% | -$8.03M | 0.38% | 56 |
|
|
2024
Q4 | $18.8M | Sell |
782,878
-127,046
| -14% | -$3.06M | 0.72% | 30 |
|
|
2024
Q3 | $22.2M | Sell |
909,924
-12,986
| -1% | -$317K | 0.91% | 27 |
|
|
2024
Q2 | $22.2M | Buy |
922,910
+168
| +0% | +$4.04K | 0.99% | 25 |
|
|
2024
Q1 | $22.1M | Sell |
922,742
-21,804
| -2% | -$523K | 1.12% | 24 |
|
|
2023
Q4 | $22.8M | Sell |
944,546
-14,660
| -2% | -$355K | 1.27% | 20 |
|
|
2023
Q3 | $23M | Sell |
959,206
-30,786
| -3% | -$737K | 1.62% | 19 |
|
|
2023
Q2 | $23.8M | Buy |
+989,992
| New | +$23.8M | 1.69% | 17 |
|
|
2022
Q4 | $26.4M | Sell |
1,094,978
-111,680
| -9% | -$2.69M | 2.41% | 9 |
|
|
2022
Q3 | $29.1M | Sell |
1,206,658
-80,802
| -6% | -$1.95M | 3.39% | 7 |
|
|
2022
Q2 | $31.7M | Sell |
1,287,460
-61,430
| -5% | -$1.51M | 3.78% | 5 |
|
|
2022
Q1 | $33.4M | Buy |
1,348,890
+9,078
| +0.7% | +$225K | 4.71% | 4 |
|
|
2021
Q4 | $34.1M | Buy |
1,339,812
+96
| +0% | +$2.44K | 4.34% | 3 |
|
|
2021
Q3 | $34.3M | Buy |
1,339,716
+27,210
| +2% | +$696K | 4.93% | 3 |
|
|
2021
Q2 | $33.6M | Buy |
+1,312,506
| New | +$33.6M | 5.52% | 3 |
|