EWA
ERTS Wealth 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 | $3.66M | Sell |
150,212
-44,632
| -23% | -$1.09M | 1.26% | 15 |
|
|
2025
Q1 | $4.74M | Buy |
194,844
+1,184
| +0.6% | +$28.8K | 0.92% | 16 |
|
|
2024
Q4 | $4.66M | Buy |
193,660
+98,036
| +103% | +$2.36M | 0.88% | 17 |
|
|
2024
Q3 | $4.68M | Buy |
95,624
+4,493
| +5% | +$220K | 0.88% | 17 |
|
|
2024
Q2 | $4.39M | Sell |
91,131
-329
| -0.4% | -$15.8K | 0.88% | 15 |
|
|
2024
Q1 | $4.41M | Buy |
91,460
+85,801
| +1,516% | +$4.14M | 0.9% | 13 |
|
|
2023
Q4 | $274K | Sell |
5,659
-2,101
| -27% | -$102K | 0.06% | 74 |
|
|
2023
Q3 | $372K | Sell |
7,760
-1,897
| -20% | -$90.8K | 0.09% | 54 |
|
|
2023
Q2 | $464K | Sell |
9,657
-30,207
| -76% | -$1.45M | 0.11% | 50 |
|
|
2023
Q1 | $1.94M | Sell |
39,864
-163,545
| -80% | -$7.98M | 0.47% | 18 |
|
|
2022
Q4 | $9.81M | Sell |
203,409
-462,786
| -69% | -$22.3M | 2.54% | 13 |
|
|
2022
Q3 | $32.2M | Buy |
666,195
+495,695
| +291% | +$23.9M | 9.02% | 3 |
|
|
2022
Q2 | $8.39M | Buy |
170,500
+163,150
| +2,220% | +$8.03M | 2.38% | 12 |
|
|
2022
Q1 | $364K | Sell |
7,350
-517,597
| -99% | -$25.6M | 0.1% | 58 |
|
|
2021
Q4 | $26.7M | Buy |
524,947
+28,706
| +6% | +$1.46M | 6.37% | 4 |
|
|
2021
Q3 | $25.4M | Buy |
496,241
+268,095
| +118% | +$13.7M | 6.66% | 4 |
|
|
2021
Q2 | $11.7M | Buy |
228,146
+95,334
| +72% | +$4.88M | 3.16% | 12 |
|
|
2021
Q1 | $6.82M | Buy |
132,812
+36,643
| +38% | +$1.88M | 2.02% | 14 |
|
|
2020
Q4 | $4.94M | Sell |
96,169
-93,830
| -49% | -$4.82M | 1.6% | 16 |
|
|
2020
Q3 | $9.79M | Buy |
189,999
+16,019
| +9% | +$825K | 3.68% | 9 |
|
|
2020
Q2 | $8.98M | Buy |
173,980
+19,710
| +13% | +$1.02M | 3.63% | 10 |
|
|
2020
Q1 | $7.98M | Buy |
154,270
+118,822
| +335% | +$6.15M | 3.86% | 11 |
|
|
2019
Q4 | $1.79M | Buy |
+35,448
| New | +$1.79M | 0.81% | 15 |
|