Farther Finance 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 | $6.33M | Sell |
259,544
-21,703
| -8% | -$529K | 0.13% | 149 |
|
|
2025
Q1 | $6.83M | Sell |
281,247
-135,536
| -33% | -$3.29M | 0.17% | 117 |
|
|
2024
Q4 | $10M | Sell |
416,783
-88,479
| -18% | -$2.13M | 0.36% | 59 |
|
|
2024
Q3 | $12.4M | Sell |
505,262
-38,204
| -7% | -$936K | 0.46% | 37 |
|
|
2024
Q2 | $13M | Buy |
543,466
+21,646
| +4% | +$519K | 0.63% | 27 |
|
|
2024
Q1 | $12.5M | Buy |
521,820
+283,418
| +119% | +$6.8M | 0.76% | 19 |
|
|
2023
Q4 | $5.78M | Buy |
238,402
+132,246
| +125% | +$3.2M | 0.42% | 48 |
|
|
2023
Q3 | $2.54M | Sell |
106,156
-2,836
| -3% | -$67.9K | 0.4% | 47 |
|
|
2023
Q2 | $2.62M | Buy |
108,992
+23,408
| +27% | +$562K | 0.57% | 34 |
|
|
2023
Q1 | $2.09M | Buy |
85,584
+33,324
| +64% | +$813K | 0.61% | 29 |
|
|
2022
Q4 | $1.26M | Buy |
+52,260
| New | +$1.26M | 0.49% | 34 |
|