Avantax Advisory Services’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 | $588K | Buy |
24,124
+7,374
| +44% | +$180K | ﹤0.01% | 1488 |
|
|
2025
Q1 | $408K | Sell |
16,750
-1,067
| -6% | -$26K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $429K | Sell |
17,817
-885
| -5% | -$21.3K | ﹤0.01% | 1546 |
|
|
2024
Q3 | $458K | Sell |
18,702
-6,104
| -25% | -$149K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $597K | Buy |
24,806
+3,618
| +17% | +$87.1K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $511K | Buy |
21,188
+1,914
| +10% | +$46.1K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $467K | Sell |
19,274
-4,586
| -19% | -$111K | ﹤0.01% | 1029 |
|
|
2023
Q3 | $571K | Buy |
23,860
+508
| +2% | +$12.2K | 0.01% | 891 |
|
|
2023
Q2 | $561K | Buy |
23,352
+4,048
| +21% | +$97.3K | 0.01% | 897 |
|
|
2023
Q1 | $471K | Sell |
19,304
-117,894
| -86% | -$2.88M | 0.01% | 944 |
|
|
2022
Q4 | $3.31M | Buy |
137,198
+127,624
| +1,333% | +$3.08M | 0.04% | 307 |
|
|
2022
Q3 | $231K | Buy |
+9,574
| New | +$231K | ﹤0.01% | 1132 |
|