Atria Investments’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 | $1.58M | Sell |
64,815
-4,534
| -7% | -$111K | 0.02% | 826 |
|
|
2025
Q1 | $1.69M | Sell |
69,349
-66,113
| -49% | -$1.61M | 0.02% | 775 |
|
|
2024
Q4 | $3.26M | Buy |
135,462
+11,718
| +9% | +$282K | 0.04% | 500 |
|
|
2024
Q3 | $3.03M | Buy |
123,744
+6,430
| +5% | +$157K | 0.04% | 522 |
|
|
2024
Q2 | $2.82M | Buy |
117,314
+54,100
| +86% | +$1.3M | 0.04% | 525 |
|
|
2024
Q1 | $1.52M | Buy |
63,214
+3,300
| +6% | +$79.5K | 0.02% | 767 |
|
|
2023
Q4 | $1.45M | Buy |
59,914
+1,468
| +3% | +$35.6K | 0.02% | 733 |
|
|
2023
Q3 | $1.4M | Sell |
58,446
-22,792
| -28% | -$546K | 0.02% | 702 |
|
|
2023
Q2 | $1.95M | Sell |
81,238
-8,250
| -9% | -$198K | 0.04% | 564 |
|
|
2023
Q1 | $2.18M | Buy |
89,488
+7,758
| +9% | +$189K | 0.04% | 506 |
|
|
2022
Q4 | $1.97M | Sell |
81,730
-8,560
| -9% | -$206K | 0.04% | 518 |
|
|
2022
Q3 | $2.18M | Buy |
90,290
+28,382
| +46% | +$685K | 0.05% | 453 |
|
|
2022
Q2 | $1.52M | Buy |
61,908
+10,780
| +21% | +$265K | 0.03% | 595 |
|
|
2022
Q1 | $1.27M | Buy |
51,128
+5,016
| +11% | +$124K | 0.02% | 747 |
|
|
2021
Q4 | $1.17M | Sell |
46,112
-8,830
| -16% | -$224K | 0.02% | 770 |
|
|
2021
Q3 | $1.41M | Sell |
54,942
-16,148
| -23% | -$413K | 0.03% | 662 |
|
|
2021
Q2 | $1.82M | Buy |
71,090
+13,570
| +24% | +$348K | 0.04% | 538 |
|
|
2021
Q1 | $1.48M | Sell |
57,520
-2,550
| -4% | -$65.4K | 0.03% | 560 |
|
|
2020
Q4 | $1.54M | Sell |
60,070
-6,286
| -9% | -$161K | 0.04% | 504 |
|
|
2020
Q3 | $1.71M | Sell |
66,356
-96,944
| -59% | -$2.5M | 0.05% | 389 |
|
|
2020
Q2 | $4.22M | Buy |
+163,300
| New | +$4.22M | 0.14% | 167 |
|
|
2020
Q1 | – | Sell |
-42,070
| Closed | -$1.06M | – | 1075 |
|
|
2019
Q4 | $1.06M | Sell |
42,070
-5,460
| -11% | -$138K | 0.03% | 504 |
|
|
2019
Q3 | $1.2M | Buy |
47,530
+5,120
| +12% | +$129K | 0.04% | 363 |
|
|
2019
Q2 | $1.07M | Sell |
42,410
-785,826
| -95% | -$19.9M | 0.04% | 391 |
|
|
2019
Q1 | $20.8M | Sell |
828,236
-1,075,406
| -56% | -$27M | 0.88% | 21 |
|
|
2018
Q4 | $47.5M | Buy |
1,903,642
+1,807,526
| +1,881% | +$45.1M | 2.1% | 7 |
|
|
2018
Q3 | $2.38M | Sell |
96,116
-232,428
| -71% | -$5.76M | 0.09% | 193 |
|
|
2018
Q2 | $8.17M | Buy |
328,544
+69,350
| +27% | +$1.72M | 0.36% | 50 |
|
|
2018
Q1 | $6.46M | Buy |
259,194
+218,528
| +537% | +$5.45M | 0.31% | 54 |
|
|
2017
Q4 | $1.02M | Buy |
40,666
+7,066
| +21% | +$177K | 0.05% | 334 |
|
|
2017
Q3 | $847K | Buy |
33,600
+1,438
| +4% | +$36.3K | 0.05% | 350 |
|
|
2017
Q2 | $811K | Buy |
32,162
+7,052
| +28% | +$178K | 0.05% | 334 |
|
|
2017
Q1 | $634K | Sell |
25,110
-26,912
| -52% | -$679K | 0.04% | 347 |
|
|
2016
Q4 | $1.31M | Buy |
+52,022
| New | +$1.31M | 0.1% | 208 |
|
|
2014
Q3 | – | Sell |
-25,802
| Closed | -$653K | – | 478 |
|
|
2014
Q2 | $653K | Sell |
25,802
-1,902
| -7% | -$48.1K | 0.07% | 240 |
|
|
2014
Q1 | $700K | Sell |
27,704
-1,862
| -6% | -$47K | 0.07% | 230 |
|
|
2013
Q4 | $747K | Buy |
+29,566
| New | +$747K | 0.07% | 221 |
|