Meridian Wealth Partners’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 | $11.5M | Buy |
470,193
+22,801
| +5% | +$556K | 1.66% | 16 |
|
|
2025
Q1 | $10.9M | Sell |
447,392
-1,722
| -0.4% | -$41.9K | 1.74% | 16 |
|
|
2024
Q4 | $10.8M | Buy |
449,114
+19,992
| +5% | +$481K | 1.64% | 17 |
|
|
2024
Q3 | $10.5M | Buy |
429,122
+45,838
| +12% | +$1.12M | 1.63% | 15 |
|
|
2024
Q2 | $9.22M | Buy |
383,284
+14,016
| +4% | +$337K | 1.63% | 14 |
|
|
2024
Q1 | $8.9M | Sell |
369,268
-320,066
| -46% | -$7.72M | 1.61% | 14 |
|
|
2023
Q4 | $16.7M | Sell |
689,334
-36
| -0% | -$872 | 3.19% | 9 |
|
|
2023
Q3 | $16.5M | Buy |
689,370
+35,414
| +5% | +$848K | 3.44% | 8 |
|
|
2023
Q2 | $15.7M | Buy |
653,956
+45,562
| +7% | +$1.09M | 3.23% | 10 |
|
|
2023
Q1 | $14.8M | Buy |
608,394
+13,748
| +2% | +$335K | 3.23% | 9 |
|
|
2022
Q4 | $14.3M | Buy |
594,646
+8,274
| +1% | +$200K | 3.32% | 9 |
|
|
2022
Q3 | $14.1M | Sell |
586,372
-61,214
| -9% | -$1.48M | 3.54% | 8 |
|
|
2022
Q2 | $15.9M | Sell |
647,586
-477,494
| -42% | -$11.7M | 3.78% | 7 |
|
|
2022
Q1 | $27.9M | Buy |
1,125,080
+546,412
| +94% | +$13.5M | 5.86% | 7 |
|
|
2021
Q4 | $14.7M | Buy |
578,668
+12,530
| +2% | +$319K | 2.95% | 10 |
|
|
2021
Q3 | $14.5M | Buy |
566,138
+18,902
| +3% | +$484K | 3.14% | 9 |
|
|
2021
Q2 | $14M | Buy |
547,236
+26,358
| +5% | +$675K | 3.27% | 7 |
|
|
2021
Q1 | $13.4M | Buy |
520,878
+43,020
| +9% | +$1.1M | 4.01% | 6 |
|
|
2020
Q4 | $12.3M | Sell |
477,858
-740,456
| -61% | -$19M | 5.07% | 6 |
|
|
2020
Q3 | $31.4M | Buy |
1,218,314
+23,102
| +2% | +$595K | 15.82% | 1 |
|
|
2020
Q2 | $30.9M | Buy |
1,195,212
+51,968
| +5% | +$1.34M | 16.59% | 1 |
|
|
2020
Q1 | $29.6M | Buy |
1,143,244
+147,190
| +15% | +$3.81M | 17.6% | 1 |
|
|
2019
Q4 | $25.1M | Buy |
+996,054
| New | +$25.1M | 15.66% | 1 |
|