Cambridge Advisors’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 | $799K | Sell |
32,757
-83
| -0.3% | -$2.02K | 0.17% | 87 |
|
2025
Q1 | $799K | Hold |
32,840
| – | – | 0.18% | 86 |
|
2024
Q4 | $790K | Sell |
32,840
-120
| -0.4% | -$2.89K | 0.18% | 86 |
|
2024
Q3 | $807K | Hold |
32,960
| – | – | 0.18% | 86 |
|
2024
Q2 | $793K | Hold |
32,960
| – | – | 0.18% | 86 |
|
2024
Q1 | $795K | Hold |
32,960
| – | – | 0.19% | 85 |
|
2023
Q4 | $798K | Sell |
32,960
-1,200
| -4% | -$29.1K | 0.2% | 80 |
|
2023
Q3 | $818K | Sell |
34,160
-200
| -0.6% | -$4.79K | 0.22% | 78 |
|
2023
Q2 | $826K | Hold |
34,360
| – | – | 0.21% | 78 |
|
2023
Q1 | $838K | Sell |
34,360
-1,000
| -3% | -$24.4K | 0.21% | 78 |
|
2022
Q4 | $853K | Hold |
35,360
| – | – | 0.23% | 73 |
|
2022
Q3 | $853K | Hold |
35,360
| – | – | 0.24% | 70 |
|
2022
Q2 | $870K | Sell |
35,360
-16
| -0% | -$394 | 0.24% | 68 |
|
2022
Q1 | $876K | Hold |
35,376
| – | – | 0.21% | 81 |
|
2021
Q4 | $899K | Buy |
35,376
+540
| +2% | +$13.7K | 0.2% | 82 |
|
2021
Q3 | $892K | Hold |
34,836
| – | – | 0.22% | 79 |
|
2021
Q2 | $892K | Hold |
34,836
| – | – | 0.22% | 79 |
|
2021
Q1 | $894K | Buy |
34,836
+400
| +1% | +$10.3K | 0.23% | 76 |
|
2020
Q4 | $885K | Buy |
34,436
+1,124
| +3% | +$28.9K | 0.24% | 72 |
|
2020
Q3 | $858K | Sell |
33,312
-27,012
| -45% | -$696K | 0.25% | 69 |
|
2020
Q2 | $1.56M | Buy |
60,324
+800
| +1% | +$20.6K | 0.49% | 34 |
|
2020
Q1 | $1.54M | Buy |
59,524
+4,210
| +8% | +$109K | 0.56% | 30 |
|
2019
Q4 | $1.4M | Buy |
55,314
+9,212
| +20% | +$232K | 0.43% | 41 |
|
2019
Q3 | $1.17M | Buy |
46,102
+15,108
| +49% | +$382K | 0.38% | 41 |
|
2019
Q2 | $784K | Hold |
30,994
| – | – | 0.26% | 71 |
|
2019
Q1 | $778K | Buy |
30,994
+272
| +0.9% | +$6.83K | 0.26% | 69 |
|
2018
Q4 | $767K | Hold |
30,722
| – | – | 0.29% | 63 |
|
2018
Q3 | $761K | Buy |
30,722
+440
| +1% | +$10.9K | 0.26% | 72 |
|
2018
Q2 | $753K | Hold |
30,282
| – | – | 0.27% | 69 |
|
2018
Q1 | $755K | Sell |
30,282
-102
| -0.3% | -$2.54K | 0.27% | 68 |
|
2017
Q4 | $760K | Buy |
30,384
+168
| +0.6% | +$4.2K | 0.27% | 67 |
|
2017
Q3 | $761K | Buy |
30,216
+4
| +0% | +$101 | 0.29% | 63 |
|
2017
Q2 | $762K | Buy |
30,212
+32
| +0.1% | +$807 | 0.31% | 61 |
|
2017
Q1 | $761K | Buy |
30,180
+5,604
| +23% | +$141K | 0.31% | 64 |
|
2016
Q4 | $620K | Buy |
24,576
+2
| +0% | +$50 | 0.27% | 71 |
|
2016
Q3 | $624K | Buy |
24,574
+2
| +0% | +$51 | 0.28% | 71 |
|
2016
Q2 | $626K | Buy |
24,572
+2,012
| +9% | +$51.3K | 0.29% | 70 |
|
2016
Q1 | $573K | Hold |
22,560
| – | – | 0.27% | 73 |
|
2015
Q4 | $569K | Buy |
+22,560
| New | +$569K | 0.32% | 69 |
|