Moneta Group 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 | $293K | Sell |
12,036
-1,028
| -8% | -$25.1K | ﹤0.01% | 568 |
|
|
2025
Q1 | $318K | Buy |
13,064
+214
| +2% | +$5.21K | ﹤0.01% | 512 |
|
|
2024
Q4 | $309K | Sell |
12,850
-28,656
| -69% | -$689K | ﹤0.01% | 523 |
|
|
2024
Q3 | $508K | Buy |
41,506
+24,150
| +139% | +$296K | 0.01% | 401 |
|
|
2024
Q2 | $418K | Sell |
17,356
-1,946
| -10% | -$46.8K | 0.01% | 421 |
|
|
2024
Q1 | $465K | Buy |
19,302
+1,254
| +7% | +$30.2K | 0.01% | 392 |
|
|
2023
Q4 | $437K | Sell |
18,048
-3,870
| -18% | -$93.8K | 0.01% | 363 |
|
|
2023
Q3 | $525K | Buy |
21,918
+1,934
| +10% | +$46.3K | 0.01% | 310 |
|
|
2023
Q2 | $480K | Buy |
19,984
+8,718
| +77% | +$209K | 0.01% | 330 |
|
|
2023
Q1 | $275K | Buy |
+11,266
| New | +$275K | 0.01% | 435 |
|
|
2022
Q1 | – | Sell |
-41,416
| Closed | -$1.05M | – | 487 |
|
|
2021
Q4 | $1.05M | Buy |
+41,416
| New | +$1.05M | 0.04% | 197 |
|