Avitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.47M | Buy |
60,944
+2,590
| +4% | +$62.3K | 0.2% | 107 |
|
|
2024
Q3 | $1.43M | Sell |
58,354
-12,654
| -18% | -$310K | 0.2% | 117 |
|
|
2024
Q2 | $1.71M | Buy |
71,008
+2,902
| +4% | +$69.8K | 0.25% | 100 |
|
|
2024
Q1 | $1.64M | Buy |
68,106
+2,880
| +4% | +$69.4K | 0.25% | 110 |
|
|
2023
Q4 | $1.58M | Buy |
65,226
+2,782
| +4% | +$67.4K | 0.26% | 105 |
|
|
2023
Q3 | $1.5M | Buy |
62,444
+3,572
| +6% | +$85.5K | 0.28% | 95 |
|
|
2023
Q2 | $1.41M | Buy |
58,872
+1,446
| +3% | +$34.7K | 0.26% | 106 |
|
|
2023
Q1 | $1.4M | Sell |
57,426
-866
| -1% | -$21.1K | 0.27% | 103 |
|
|
2022
Q4 | $1.41M | Sell |
58,292
-690
| -1% | -$16.6K | 0.3% | 91 |
|
|
2022
Q3 | $1.42M | Buy |
58,982
+1,840
| +3% | +$44.4K | 0.33% | 90 |
|
|
2022
Q2 | $1.41M | Buy |
57,142
+110
| +0.2% | +$2.71K | 0.31% | 102 |
|
|
2022
Q1 | $1.41M | Buy |
57,032
+1,342
| +2% | +$33.2K | 0.26% | 107 |
|
|
2021
Q4 | $1.42M | Buy |
55,690
+364
| +0.7% | +$9.26K | 0.24% | 110 |
|
|
2021
Q3 | $1.42M | Buy |
55,326
+2,776
| +5% | +$71K | 0.26% | 118 |
|
|
2021
Q2 | $1.35M | Sell |
52,550
-142
| -0.3% | -$3.64K | 0.24% | 122 |
|
|
2021
Q1 | $1.35M | Buy |
52,692
+4,410
| +9% | +$113K | 0.26% | 118 |
|
|
2020
Q4 | $1.24M | Buy |
48,282
+1,446
| +3% | +$37.2K | 0.25% | 126 |
|
|
2020
Q3 | $1.21M | Buy |
46,836
+1,046
| +2% | +$26.9K | 0.34% | 104 |
|
|
2020
Q2 | $1.18M | Buy |
+45,790
| New | +$1.18M | 0.39% | 89 |
|