CMA
Cedar Mountain Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92 | Hold |
4
| – | – | ﹤0.01% | 349 |
|
|
2025
Q1 | $92 | Sell |
4
-65
| -94% | -$1.5K | ﹤0.01% | 334 |
|
|
2024
Q4 | $1.66K | Sell |
69
-53,679
| -100% | -$1.29M | ﹤0.01% | 316 |
|
|
2024
Q3 | $2.63M | Sell |
53,748
-7,159
| -12% | -$351K | 0.59% | 21 |
|
|
2024
Q2 | $2.93M | Buy |
60,907
+1,984
| +3% | +$95.5K | 0.72% | 18 |
|
|
2024
Q1 | $2.84M | Buy |
58,923
+1,693
| +3% | +$81.6K | 0.71% | 18 |
|
|
2023
Q4 | $2.77M | Buy |
57,230
+20
| +0% | +$969 | 0.75% | 18 |
|
|
2023
Q3 | $2.74M | Sell |
57,210
-6,092
| -10% | -$292K | 0.81% | 18 |
|
|
2023
Q2 | $3.04M | Buy |
63,302
+2,234
| +4% | +$107K | 0.87% | 16 |
|
|
2023
Q1 | $2.98M | Buy |
61,068
+4,009
| +7% | +$196K | 0.9% | 16 |
|
|
2022
Q4 | $2.75M | Buy |
+57,059
| New | +$2.75M | 0.86% | 18 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$1K | – | 316 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 261 |
|
|
2021
Q1 | $1K | Sell |
20
-5
| -20% | -$250 | ﹤0.01% | 265 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 257 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 222 |
|
|
2019
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 231 |
|