Beacon Pointe Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
122,343
-21,767
| -15% | -$531K | 0.03% | 408 |
|
|
2025
Q1 | $3.51M | Sell |
144,110
-2,734
| -2% | -$66.5K | 0.04% | 358 |
|
|
2024
Q4 | $3.53M | Buy |
146,844
+3,742
| +3% | +$90K | 0.04% | 341 |
|
|
2024
Q3 | $3.5M | Buy |
143,102
+23,290
| +19% | +$570K | 0.04% | 361 |
|
|
2024
Q2 | $2.88M | Buy |
119,812
+28,750
| +32% | +$692K | 0.03% | 405 |
|
|
2024
Q1 | $2.2M | Buy |
91,062
+69,988
| +332% | +$1.69M | 0.02% | 475 |
|
|
2023
Q4 | $510K | Sell |
21,074
-1,940
| -8% | -$47K | 0.01% | 886 |
|
|
2023
Q3 | $551K | Buy |
23,014
+13,298
| +137% | +$318K | 0.01% | 830 |
|
|
2023
Q2 | $233K | Sell |
9,716
-19,988
| -67% | -$480K | ﹤0.01% | 957 |
|
|
2023
Q1 | $725K | Sell |
29,704
-14,492
| -33% | -$354K | 0.01% | 637 |
|
|
2022
Q4 | $1.07M | Buy |
44,196
+24
| +0.1% | +$579 | 0.02% | 488 |
|
|
2022
Q3 | $1.07M | Buy |
44,172
+9,636
| +28% | +$233K | 0.02% | 450 |
|
|
2022
Q2 | $851K | Sell |
34,536
-5,128
| -13% | -$126K | 0.02% | 506 |
|
|
2022
Q1 | $983K | Buy |
+39,664
| New | +$983K | 0.01% | 627 |
|