Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
66,978
+4,570
| +7% | +$111K | 0.07% | 238 |
|
|
2025
Q1 | $1.52M | Buy |
62,408
+25,644
| +70% | +$624K | 0.08% | 241 |
|
|
2024
Q4 | $1.79M | Buy |
36,764
+3,992
| +12% | +$195K | 0.11% | 188 |
|
|
2024
Q3 | $803K | Sell |
32,772
-40,280
| -55% | -$986K | 0.05% | 362 |
|
|
2024
Q2 | $1.76M | Sell |
73,052
-5,712
| -7% | -$137K | 0.12% | 160 |
|
|
2024
Q1 | $1.9M | Buy |
78,764
+4,238
| +6% | +$102K | 0.14% | 136 |
|
|
2023
Q4 | $1.81M | Buy |
74,526
+38,978
| +110% | +$944K | 0.16% | 125 |
|
|
2023
Q3 | $851K | Sell |
35,548
-1,360
| -4% | -$32.6K | 0.09% | 223 |
|
|
2023
Q2 | $887K | Buy |
36,908
+31,958
| +646% | +$768K | 0.09% | 209 |
|
|
2023
Q1 | $121K | Buy |
4,950
+874
| +21% | +$21.3K | 0.01% | 1203 |
|
|
2022
Q4 | $98.3K | Sell |
4,076
-8,150
| -67% | -$197K | 0.01% | 1251 |
|
|
2022
Q3 | $295K | Buy |
12,226
+2,892
| +31% | +$69.8K | 0.02% | 695 |
|
|
2022
Q2 | $229K | Buy |
9,334
+4,272
| +84% | +$105K | 0.02% | 774 |
|
|
2022
Q1 | $125K | Sell |
5,062
-2,618
| -34% | -$64.6K | 0.01% | 1116 |
|
|
2021
Q4 | $195K | Buy |
7,680
+1,498
| +24% | +$38K | 0.01% | 911 |
|
|
2021
Q3 | $158K | Sell |
6,182
-50
| -0.8% | -$1.28K | 0.01% | 959 |
|
|
2021
Q2 | $159K | Buy |
+6,232
| New | +$159K | 0.01% | 927 |
|
|
2017
Q4 | – | Sell |
-13,308
| Closed | -$335K | – | 491 |
|
|
2017
Q3 | $335K | Buy |
+13,308
| New | +$335K | 0.08% | 295 |
|