Cornerstone Wealth 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 | $3.64M | Buy |
149,315
+4,175
| +3% | +$102K | 0.94% | 15 |
|
|
2025
Q1 | $3.53M | Buy |
145,140
+33,015
| +29% | +$804K | 0.98% | 15 |
|
|
2024
Q4 | $2.7M | Sell |
112,125
-5,399
| -5% | -$130K | 0.74% | 18 |
|
|
2024
Q3 | $2.88M | Sell |
117,524
-86,944
| -43% | -$2.13M | 0.8% | 18 |
|
|
2024
Q2 | $4.92M | Buy |
204,468
+30,846
| +18% | +$742K | 1.47% | 14 |
|
|
2024
Q1 | $4.19M | Sell |
173,622
-63,844
| -27% | -$1.54M | 1.29% | 14 |
|
|
2023
Q4 | $5.75M | Sell |
237,466
-91,634
| -28% | -$2.22M | 1.86% | 12 |
|
|
2023
Q3 | $7.88M | Sell |
329,100
-21,324
| -6% | -$511K | 2.78% | 9 |
|
|
2023
Q2 | $8.42M | Sell |
350,424
-20,026
| -5% | -$481K | 2.9% | 9 |
|
|
2023
Q1 | $9.04M | Buy |
370,450
+15,998
| +5% | +$390K | 3.28% | 9 |
|
|
2022
Q4 | $8.55M | Sell |
354,452
-102,564
| -22% | -$2.47M | 3.32% | 8 |
|
|
2022
Q3 | $11M | Sell |
457,016
-89,948
| -16% | -$2.17M | 4.35% | 6 |
|
|
2022
Q2 | $13.5M | Buy |
546,964
+531,508
| +3,439% | +$13.1M | 5.13% | 6 |
|
|
2022
Q1 | $383K | Sell |
15,456
-3,738
| -19% | -$92.6K | 0.13% | 33 |
|
|
2021
Q4 | $488K | Buy |
+19,194
| New | +$488K | 0.16% | 30 |
|