Independent Advisor Alliance’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 | $276K | Buy |
11,313
+1,902
| +20% | +$46.4K | 0.01% | 747 |
|
|
2025
Q1 | $229K | Sell |
9,411
-27,607
| -75% | -$672K | 0.01% | 733 |
|
|
2024
Q4 | $891K | Buy |
+37,018
| New | +$891K | 0.01% | 757 |
|
|
2024
Q2 | – | Sell |
-9,258
| Closed | -$223K | – | 742 |
|
|
2024
Q1 | $223K | Sell |
9,258
-3,988
| -30% | -$96.1K | 0.01% | 640 |
|
|
2023
Q4 | $321K | Buy |
+13,246
| New | +$321K | 0.01% | 537 |
|
|
2023
Q3 | – | Sell |
-9,118
| Closed | -$219K | – | 694 |
|
|
2023
Q2 | $219K | Hold |
9,118
| – | – | 0.01% | 597 |
|
|
2023
Q1 | $222K | Hold |
9,118
| – | – | 0.01% | 586 |
|
|
2022
Q4 | $220K | Sell |
9,118
-76
| -0.8% | -$1.83K | 0.08% | 139 |
|
|
2022
Q3 | $222K | Buy |
9,194
+76
| +0.8% | +$1.84K | 0.01% | 558 |
|
|
2022
Q2 | $224K | Hold |
9,118
| – | – | 0.01% | 547 |
|
|
2022
Q1 | $226K | Hold |
9,118
| – | – | 0.01% | 579 |
|
|
2021
Q4 | $232K | Sell |
9,118
-2,334
| -20% | -$59.4K | 0.01% | 591 |
|
|
2021
Q3 | $293K | Buy |
+11,452
| New | +$293K | 0.02% | 496 |
|
|
2020
Q4 | – | Sell |
-8,926
| Closed | -$229K | – | 555 |
|
|
2020
Q3 | $229K | Buy |
8,926
+244
| +3% | +$6.26K | 0.02% | 431 |
|
|
2020
Q2 | $224K | Sell |
8,682
-874
| -9% | -$22.6K | 0.02% | 416 |
|
|
2020
Q1 | $247K | Sell |
9,556
-30,128
| -76% | -$779K | 0.04% | 319 |
|
|
2019
Q4 | $1M | Buy |
39,684
+30,228
| +320% | +$762K | 0.04% | 359 |
|
|
2019
Q3 | $238K | Buy |
+9,456
| New | +$238K | 0.03% | 384 |
|
|
2019
Q2 | – | Sell |
-11,706
| Closed | -$294K | – | 455 |
|
|
2019
Q1 | $294K | Buy |
+11,706
| New | +$294K | 0.04% | 321 |
|