Merit Financial Group’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 | $26.6M | Buy |
1,092,969
+191,629
| +21% | +$4.67M | 0.3% | 62 |
|
|
2025
Q1 | $21.9M | Buy |
901,340
+432,282
| +92% | +$10.5M | 0.33% | 57 |
|
|
2024
Q4 | $11.3M | Buy |
469,058
+83,896
| +22% | +$2.02M | 0.2% | 92 |
|
|
2024
Q3 | $9.43M | Buy |
385,162
+39,560
| +11% | +$969K | 0.21% | 83 |
|
|
2024
Q2 | $8.32M | Sell |
345,602
-228,852
| -40% | -$5.51M | 0.18% | 91 |
|
|
2024
Q1 | $13.8M | Buy |
574,454
+461,926
| +410% | +$11.1M | 0.33% | 51 |
|
|
2023
Q4 | $2.73M | Sell |
112,528
-6,320
| -5% | -$153K | 0.08% | 161 |
|
|
2023
Q3 | $2.85M | Buy |
118,848
+4,058
| +4% | +$97.2K | 0.09% | 169 |
|
|
2023
Q2 | $2.76M | Sell |
114,790
-12,594
| -10% | -$303K | 0.09% | 175 |
|
|
2023
Q1 | $3.11M | Buy |
127,384
+23,130
| +22% | +$564K | 0.11% | 136 |
|
|
2022
Q4 | $2.51M | Sell |
104,254
-32,656
| -24% | -$788K | 0.09% | 164 |
|
|
2022
Q3 | $3.3M | Sell |
136,910
-6,662
| -5% | -$161K | 0.14% | 99 |
|
|
2022
Q2 | $3.53M | Buy |
+143,572
| New | +$3.53M | 0.11% | 116 |
|