Mutual Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mutual Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.94M	Buy	409,092 +25,058	+7%	+$609K	0.25%	72
2025 Q1	$9.36M	Buy	384,034 +10,905	+3%	+$266K	0.27%	66
2024 Q4	$9.03M	Sell	373,129 -284,497	-43%	-$6.88M	0.26%	67
2024 Q3	$7.98M	Buy	657,626 +345,156	+110%	+$4.19M	0.23%	77
2024 Q2	$7.56M	Buy	312,470 +39,284	+14%	+$951K	0.23%	84
2024 Q1	$6.59M	Buy	273,186 +27,952	+11%	+$674K	0.21%	95
2023 Q4	$5.94M	Buy	245,234 +33,528	+16%	+$812K	0.21%	103
2023 Q3	$5.07M	Sell	211,706 -3,590	-2%	-$86K	0.2%	102
2023 Q2	$5.17M	Buy	215,296 +24,336	+13%	+$585K	0.2%	104
2023 Q1	$4.66M	Sell	190,960 -3,182	-2%	-$77.6K	0.19%	107
2022 Q4	$4.68M	Buy	194,142 +5,866	+3%	+$141K	0.21%	99
2022 Q3	$4.54M	Buy	188,276 +26,888	+17%	+$649K	0.23%	88
2022 Q2	$3.97M	Sell	161,388 -12,004	-7%	-$295K	0.26%	86
2022 Q1	$4.3M	Buy	173,392 +15,910	+10%	+$394K	0.24%	87
2021 Q4	$4M	Sell	157,482 -64	-0%	-$1.63K	0.21%	99
2021 Q3	$4.03M	Buy	157,546 +4,620	+3%	+$118K	0.24%	101
2021 Q2	$3.92M	Buy	152,926 +33,354	+28%	+$854K	0.23%	107
2021 Q1	$3.07M	Buy	119,572 +18,114	+18%	+$465K	0.21%	113
2020 Q4	$2.61M	Buy	101,458 +16,602	+20%	+$427K	0.19%	114
2020 Q3	$2.19M	Buy	84,856 +8,610	+11%	+$222K	0.19%	127
2020 Q2	$1.97M	Buy	76,246 +11,766	+18%	+$304K	0.19%	128
2020 Q1	$1.67M	Sell	64,480 -35,140	-35%	-$909K	0.23%	115
2019 Q4	$2.51M	Buy	99,620 +23,384	+31%	+$590K	0.27%	93
2019 Q3	$1.93M	Sell	76,236 -60,504	-44%	-$1.53M	0.25%	98
2019 Q2	$3.46M	Buy	136,740 +80,802	+144%	+$2.04M	0.45%	41
2019 Q1	$1.4M	Buy	55,938 +14,562	+35%	+$365K	0.21%	116
2018 Q4	$1.03M	Sell	41,376 -3,588	-8%	-$89.6K	0.2%	124
2018 Q3	$1.11M	Sell	44,964 -902	-2%	-$22.3K	0.17%	149
2018 Q2	$1.14M	Sell	45,866 -11,746	-20%	-$292K	0.26%	121
2018 Q1	$1.44M	Sell	57,612 -3,754	-6%	-$93.6K	0.36%	73
2017 Q4	$1.54M	Buy	+61,366	New	+$1.54M	0.58%	46