Clearwater Capital 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 | $60M | Sell |
2,461,950
-3,284
| -0.1% | -$80.1K | 5.48% | 5 |
|
|
2025
Q1 | $60M | Buy |
2,465,234
+17,646
| +0.7% | +$430K | 5.8% | 4 |
|
|
2024
Q4 | $58.9M | Buy |
2,447,588
+118,568
| +5% | +$2.85M | 5.76% | 4 |
|
|
2024
Q3 | $57M | Sell |
2,329,020
-1,111,632
| -32% | -$27.2M | 5.55% | 4 |
|
|
2024
Q2 | $82.8M | Buy |
3,440,652
+48,108
| +1% | +$1.16M | 8.77% | 2 |
|
|
2024
Q1 | $81.8M | Buy |
3,392,544
+165,046
| +5% | +$3.98M | 8.72% | 1 |
|
|
2023
Q4 | $78.2M | Buy |
3,227,498
+1,574,226
| +95% | +$38.1M | 8.76% | 1 |
|
|
2023
Q3 | $39.6M | Buy |
1,653,272
+67,046
| +4% | +$1.61M | 4.85% | 8 |
|
|
2023
Q2 | $38.1M | Buy |
+1,586,226
| New | +$38.1M | 4.54% | 7 |
|