Milestone Investment 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 | $8.27M | Buy |
339,194
+93,212
| +38% | +$2.27M | 2.16% | 17 |
|
|
2025
Q1 | $5.99M | Buy |
245,982
+118,853
| +93% | +$2.89M | 1.66% | 20 |
|
|
2024
Q4 | $3.06M | Buy |
127,129
+39,455
| +45% | +$949K | 0.83% | 35 |
|
|
2024
Q3 | $2.15M | Buy |
87,674
+1,810
| +2% | +$44.3K | 0.6% | 38 |
|
|
2024
Q2 | $2.07M | Buy |
85,864
+12,508
| +17% | +$301K | 0.55% | 37 |
|
|
2024
Q1 | $1.77M | Sell |
73,356
-1,696
| -2% | -$40.9K | 0.48% | 40 |
|
|
2023
Q4 | $1.82M | Sell |
75,052
-101,516
| -57% | -$2.46M | 0.53% | 36 |
|
|
2023
Q3 | $4.23M | Sell |
176,568
-15,054
| -8% | -$360K | 1.2% | 23 |
|
|
2023
Q2 | $4.6M | Buy |
191,622
+22,954
| +14% | +$552K | 1.43% | 19 |
|
|
2023
Q1 | $4.11M | Buy |
168,668
+25,046
| +17% | +$611K | 1.27% | 20 |
|
|
2022
Q4 | $3.46M | Buy |
+143,622
| New | +$3.46M | 1.21% | 21 |
|