Atria Wealth Solutions’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 | $1.27M | Sell |
52,120
-27,772
| -35% | -$674K | 0.03% | 557 |
|
|
2025
Q1 | $1.94M | Sell |
79,892
-119,343
| -60% | -$2.9M | 0.02% | 639 |
|
|
2024
Q4 | $4.79M | Buy |
199,235
+114,385
| +135% | +$2.75M | 0.05% | 360 |
|
|
2024
Q3 | $2.08M | Sell |
84,850
-5,272
| -6% | -$129K | 0.02% | 616 |
|
|
2024
Q2 | $2.17M | Buy |
90,122
+33,498
| +59% | +$806K | 0.02% | 597 |
|
|
2024
Q1 | $1.36M | Sell |
56,624
-97,534
| -63% | -$2.35M | 0.02% | 773 |
|
|
2023
Q4 | $3.73M | Sell |
154,158
-45,268
| -23% | -$1.1M | 0.05% | 386 |
|
|
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% | +$9.08M | 0.14% | 151 |
|
|
2023
Q1 | $1.28M | Buy |
52,318
+31,804
| +155% | +$776K | 0.02% | 709 |
|
|
2022
Q4 | $495K | Sell |
20,514
-58,502
| -74% | -$1.41M | 0.01% | 1080 |
|
|
2022
Q3 | $1.91M | Sell |
79,016
-15,824
| -17% | -$382K | 0.03% | 497 |
|
|
2022
Q2 | $2.33M | Buy |
94,840
+52,764
| +125% | +$1.3M | 0.04% | 376 |
|
|
2022
Q1 | $1.04M | Buy |
+42,076
| New | +$1.04M | 0.02% | 714 |
|