Lido 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 | $1.88M | Buy |
77,012
+175
| +0.2% | +$4.27K | 0.01% | 559 |
|
|
2025
Q1 | $1.87M | Buy |
+76,837
| New | +$1.87M | 0.01% | 523 |
|
|
2024
Q2 | – | Sell |
-26,076
| Closed | -$629K | – | 1263 |
|
|
2024
Q1 | $629K | Sell |
26,076
-7,536
| -22% | -$182K | ﹤0.01% | 749 |
|
|
2023
Q4 | $814K | Buy |
33,612
+23,202
| +223% | +$562K | 0.01% | 626 |
|
|
2023
Q3 | $249K | Sell |
10,410
-8,190
| -44% | -$196K | ﹤0.01% | 895 |
|
|
2023
Q2 | $447K | Buy |
+18,600
| New | +$447K | ﹤0.01% | 699 |
|
|
2020
Q3 | – | Sell |
-124,096
| Closed | -$3.2M | – | 601 |
|
|
2020
Q2 | $3.2M | Sell |
124,096
-271,164
| -69% | -$7M | 0.1% | 112 |
|
|
2020
Q1 | $10.2M | Buy |
395,260
+20,506
| +5% | +$530K | 0.43% | 27 |
|
|
2019
Q4 | $9.46M | Buy |
374,754
+106,380
| +40% | +$2.69M | 0.38% | 35 |
|
|
2019
Q3 | $6.79M | Sell |
268,374
-9,452
| -3% | -$239K | 0.34% | 45 |
|
|
2019
Q2 | $7.03M | Buy |
277,826
+76,154
| +38% | +$1.93M | 0.4% | 41 |
|
|
2019
Q1 | $5.06M | Buy |
201,672
+83,696
| +71% | +$2.1M | 0.33% | 44 |
|
|
2018
Q4 | $2.94M | Buy |
117,976
+38,474
| +48% | +$960K | 0.29% | 48 |
|
|
2018
Q3 | $1.97M | Buy |
79,502
+35,428
| +80% | +$878K | 0.19% | 69 |
|
|
2018
Q2 | $1.1M | Buy |
44,074
+30,004
| +213% | +$746K | 0.13% | 95 |
|
|
2018
Q1 | $350K | Buy |
+14,070
| New | +$350K | 0.05% | 243 |
|