Financial Engines 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 | $575K | Sell |
23,593
-544
| -2% | -$13.3K | ﹤0.01% | 364 |
|
|
2025
Q1 | $587K | Buy |
24,137
+24
| +0.1% | +$584 | ﹤0.01% | 311 |
|
|
2024
Q4 | $580K | Buy |
24,113
+10,909
| +83% | +$262K | ﹤0.01% | 313 |
|
|
2024
Q3 | $647K | Buy |
13,204
+336
| +3% | +$16.5K | ﹤0.01% | 263 |
|
|
2024
Q2 | $619K | Sell |
12,868
-331
| -3% | -$15.9K | ﹤0.01% | 248 |
|
|
2024
Q1 | $636K | Sell |
13,199
-1,702
| -11% | -$82.1K | ﹤0.01% | 227 |
|
|
2023
Q4 | $722K | Sell |
14,901
-922
| -6% | -$44.7K | ﹤0.01% | 200 |
|
|
2023
Q3 | $758K | Sell |
15,823
-34,588
| -69% | -$1.66M | ﹤0.01% | 180 |
|
|
2023
Q2 | $2.42M | Buy |
50,411
+16,282
| +48% | +$783K | 0.01% | 126 |
|
|
2023
Q1 | $1.67M | Buy |
34,129
+8,300
| +32% | +$405K | ﹤0.01% | 147 |
|
|
2022
Q4 | $1.25M | Buy |
25,829
+191
| +0.7% | +$9.21K | ﹤0.01% | 151 |
|
|
2022
Q3 | $1.24M | Sell |
25,638
-8,691
| -25% | -$419K | ﹤0.01% | 142 |
|
|
2022
Q2 | $1.69M | Sell |
34,329
-2,078
| -6% | -$102K | 0.01% | 125 |
|
|
2022
Q1 | $1.8M | Buy |
36,407
+5,454
| +18% | +$270K | ﹤0.01% | 124 |
|
|
2021
Q4 | $1.57M | Sell |
30,953
-443
| -1% | -$22.5K | ﹤0.01% | 103 |
|
|
2021
Q3 | $1.61M | Sell |
31,396
-15,307
| -33% | -$783K | ﹤0.01% | 91 |
|
|
2021
Q2 | $2.39M | Sell |
46,703
-49,800
| -52% | -$2.55M | 0.01% | 70 |
|
|
2021
Q1 | $4.95M | Buy |
96,503
+101
| +0.1% | +$5.18K | 0.02% | 71 |
|
|
2020
Q4 | $4.95M | Sell |
96,402
-4,857
| -5% | -$250K | 0.02% | 71 |
|
|
2020
Q3 | $5.22M | Sell |
101,259
-15,868
| -14% | -$817K | 0.02% | 69 |
|
|
2020
Q2 | $6.05M | Sell |
117,127
-720,325
| -86% | -$37.2M | 0.03% | 63 |
|
|
2020
Q1 | $43.3M | Sell |
837,452
-58,806
| -7% | -$3.04M | 0.23% | 41 |
|
|
2019
Q4 | $45.2M | Sell |
896,258
-1,273,015
| -59% | -$64.3M | 0.22% | 34 |
|
|
2019
Q3 | $110M | Sell |
2,169,273
-14,710,501
| -87% | -$744M | 0.59% | 29 |
|
|
2019
Q2 | $854M | Buy |
16,879,774
+111,823
| +0.7% | +$5.66M | 4.99% | 7 |
|
|
2019
Q1 | $842M | Buy |
16,767,951
+15,121,156
| +918% | +$759M | 4.59% | 8 |
|
|
2018
Q4 | $81.8M | Buy |
1,646,795
+775,550
| +89% | +$38.5M | 0.57% | 30 |
|
|
2018
Q3 | $43.2M | Buy |
871,245
+343,307
| +65% | +$17M | 0.82% | 13 |
|
|
2018
Q2 | $26.3M | Sell |
527,938
-12,758
| -2% | -$635K | 0.62% | 14 |
|
|
2018
Q1 | $26.9M | Buy |
540,696
+71,216
| +15% | +$3.55M | 0.79% | 11 |
|
|
2017
Q4 | $23.5M | Buy |
469,480
+74,140
| +19% | +$3.71M | 0.67% | 11 |
|
|
2017
Q3 | $19.9M | Buy |
395,340
+250,433
| +173% | +$12.6M | 0.67% | 13 |
|
|
2017
Q2 | $7.31M | Hold |
144,907
| – | – | 0.34% | 18 |
|
|
2017
Q1 | $7.31M | Buy |
144,907
+65,910
| +83% | +$3.33M | 0.35% | 14 |
|
|
2016
Q4 | $3.98M | Buy |
+78,997
| New | +$3.98M | 0.2% | 23 |
|