Atria Wealth Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Sell	52,120 -27,772	-35%	-$675K	0.03%	558
2025 Q1	$1.94M	Sell	79,892 -119,343	-60%	-$2.89M	0.02%	644
2024 Q4	$4.79M	Buy	199,235 +114,385	+135%	+$2.77M	0.05%	362
2024 Q3	$2.08M	Sell	84,850 -5,272	-6%	-$128K	0.02%	619
2024 Q2	$2.17M	Buy	90,122 +33,498	+59%	+$803K	0.02%	599
2024 Q1	$1.36M	Sell	56,624 -97,534	-63%	-$2.36M	0.02%	775
2023 Q4	$3.73M	Sell	154,158 -45,268	-23%	-$1.09M	0.05%	388
2023 Q3	$4.78M	Sell	199,426 -230,772	-54%	-$5.53M	0.07%	303
2023 Q2	$10.3M	Buy	430,198 +377,880	+722%	+$9.16M	0.14%	151
2023 Q1	$1.28M	Buy	52,318 +31,804	+155%	+$770K	0.02%	710
2022 Q4	$495K	Sell	20,514 -58,502	-74%	-$1.41M	0.01%	1086
2022 Q3	$1.91M	Sell	79,016 -15,824	-17%	-$387K	0.03%	500
2022 Q2	$2.33M	Buy	94,840 +52,764	+125%	+$1.3M	0.05%	392
2022 Q1	$1.04M	Buy	+42,076	New	+$1.06M	0.02%	714