IFP 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 | $2.47M | Buy |
101,309
+73,918
| +270% | +$1.8M | 0.07% | 310 |
|
|
2025
Q1 | $667K | Buy |
27,391
+10,287
| +60% | +$250K | 0.02% | 680 |
|
|
2024
Q4 | $412K | Buy |
17,104
+3,972
| +30% | +$95.6K | 0.01% | 814 |
|
|
2024
Q3 | $322K | Sell |
13,132
-85,566
| -87% | -$2.1M | 0.01% | 870 |
|
|
2024
Q2 | $2.38M | Buy |
98,698
+4,212
| +4% | +$101K | 0.09% | 228 |
|
|
2024
Q1 | $2.28M | Sell |
94,486
-9,656
| -9% | -$233K | 0.1% | 225 |
|
|
2023
Q4 | $2.52M | Sell |
104,142
-7,180
| -6% | -$174K | 0.12% | 190 |
|
|
2023
Q3 | $2.67M | Buy |
111,322
+6,438
| +6% | +$154K | 0.12% | 173 |
|
|
2023
Q2 | $2.52M | Sell |
104,884
-12,780
| -11% | -$307K | 0.11% | 204 |
|
|
2023
Q1 | $2.92M | Sell |
117,664
-59,678
| -34% | -$1.48M | 0.13% | 164 |
|
|
2022
Q4 | $4.4M | Buy |
177,342
+67,004
| +61% | +$1.66M | 0.12% | 167 |
|
|
2022
Q3 | $2.75M | Sell |
110,338
-2,356
| -2% | -$58.6K | 0.07% | 299 |
|
|
2022
Q2 | $2.8M | Hold |
112,694
| – | – | 0.09% | 262 |
|
|
2022
Q1 | $2.8M | Buy |
112,694
+92,282
| +452% | +$2.3M | 0.09% | 262 |
|
|
2021
Q4 | $521K | Buy |
20,412
+3,012
| +17% | +$76.9K | 0.01% | 570 |
|
|
2021
Q3 | $445K | Buy |
17,400
+644
| +4% | +$16.5K | 0.01% | 600 |
|
|
2021
Q2 | $425K | Sell |
16,756
-2,906
| -15% | -$73.7K | 0.01% | 598 |
|
|
2021
Q1 | $501K | Sell |
19,662
-6,206
| -24% | -$158K | 0.01% | 521 |
|
|
2020
Q4 | $661K | Buy |
25,868
+7,080
| +38% | +$181K | 0.03% | 430 |
|
|
2020
Q3 | $483K | Buy |
18,788
+3,486
| +23% | +$89.6K | 0.03% | 437 |
|
|
2020
Q2 | $392K | Buy |
15,302
+6,640
| +77% | +$170K | 0.03% | 465 |
|
|
2020
Q1 | $223K | Buy |
8,662
+4,200
| +94% | +$108K | 0.02% | 542 |
|
|
2019
Q4 | $111K | Sell |
4,462
-5,800
| -57% | -$144K | 0.01% | 887 |
|
|
2019
Q3 | $260K | Buy |
+10,262
| New | +$260K | 0.02% | 680 |
|
|
2019
Q1 | $109K | Sell |
4,346
-8,146
| -65% | -$204K | 0.01% | 659 |
|
|
2018
Q4 | $311K | Buy |
12,492
+1,136
| +10% | +$28.3K | 0.02% | 699 |
|
|
2018
Q3 | $281K | Buy |
11,356
+1,000
| +10% | +$24.7K | 0.01% | 904 |
|
|
2018
Q2 | $258K | Sell |
10,356
-1,352
| -12% | -$33.7K | 0.01% | 938 |
|
|
2018
Q1 | $293K | Hold |
11,708
| – | – | 0.01% | 833 |
|
|
2017
Q4 | $293K | Buy |
11,708
+2,674
| +30% | +$66.9K | 0.01% | 831 |
|
|
2017
Q3 | $228K | Buy |
+9,034
| New | +$228K | 0.01% | 1067 |
|
|
2017
Q2 | – | Sell |
-6,040
| Closed | -$152K | – | 4151 |
|
|
2017
Q1 | $152K | Buy |
6,040
+4,230
| +234% | +$106K | 0.01% | 1255 |
|
|
2016
Q4 | $46K | Buy |
1,810
+1,516
| +516% | +$38.5K | ﹤0.01% | 1924 |
|
|
2016
Q3 | $7K | Sell |
294
-1,974
| -87% | -$47K | ﹤0.01% | 3056 |
|
|
2016
Q2 | $58K | Sell |
2,268
-2,078
| -48% | -$53.1K | ﹤0.01% | 1673 |
|
|
2016
Q1 | $109K | Buy |
4,346
+4,052
| +1,378% | +$102K | 0.01% | 659 |
|
|
2015
Q4 | $7K | Buy |
+294
| New | +$7K | ﹤0.01% | 2771 |
|