Capital Insight Partners’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 | $310K | Sell |
12,729
-270
| -2% | -$6.58K | 0.05% | 143 |
|
|
2025
Q1 | $316K | Hold |
12,999
| – | – | 0.06% | 143 |
|
|
2024
Q4 | $313K | Buy |
12,999
+475
| +4% | +$11.4K | 0.05% | 144 |
|
|
2024
Q3 | $307K | Hold |
12,524
| – | – | 0.05% | 139 |
|
|
2024
Q2 | $301K | Sell |
12,524
-78
| -0.6% | -$1.88K | 0.06% | 139 |
|
|
2024
Q1 | $304K | Hold |
12,602
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $305K | Sell |
12,602
-4,606
| -27% | -$112K | 0.06% | 145 |
|
|
2023
Q3 | $412K | Sell |
17,208
-2,446
| -12% | -$58.6K | 0.09% | 122 |
|
|
2023
Q2 | $472K | Buy |
19,654
+90
| +0.5% | +$2.16K | 0.11% | 118 |
|
|
2023
Q1 | $477K | Sell |
19,564
-9,680
| -33% | -$236K | 0.11% | 124 |
|
|
2022
Q4 | $705K | Buy |
29,244
+10,690
| +58% | +$258K | 0.18% | 98 |
|
|
2022
Q3 | $448K | Sell |
18,554
-12,372
| -40% | -$299K | 0.12% | 111 |
|
|
2022
Q2 | $761K | Sell |
30,926
-11,824
| -28% | -$291K | 0.18% | 107 |
|
|
2022
Q1 | $1.06M | Sell |
42,750
-6,420
| -13% | -$159K | 0.22% | 104 |
|
|
2021
Q4 | $1.25M | Sell |
49,170
-30,372
| -38% | -$772K | 0.25% | 105 |
|
|
2021
Q3 | $2.04M | Sell |
79,542
-5,252
| -6% | -$134K | 0.44% | 86 |
|
|
2021
Q2 | $2.17M | Sell |
84,794
-1,082
| -1% | -$27.7K | 0.49% | 81 |
|
|
2021
Q1 | $2.2M | Sell |
85,876
-2,070
| -2% | -$53.1K | 0.54% | 76 |
|
|
2020
Q4 | $2.26M | Sell |
87,946
-344
| -0.4% | -$8.84K | 0.57% | 66 |
|
|
2020
Q3 | $2.27M | Buy |
88,290
+2,606
| +3% | +$67.1K | 0.64% | 57 |
|
|
2020
Q2 | $2.21M | Buy |
+85,684
| New | +$2.21M | 0.7% | 47 |
|