Mutual Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
425,562
-3,357
| -0.8% | -$81.7K | 0.22% | 84 |
|
|
2025
Q4 | $10.5M | Buy |
428,919
+5,020
| +1% | +$122K | 0.22% | 82 |
|
|
2025
Q3 | $10.4M | Buy |
423,899
+14,807
| +4% | +$360K | 0.23% | 84 |
|
|
2025
Q2 | $9.94M | Buy |
409,092
+25,058
| +7% | +$609K | 0.25% | 72 |
|
|
2025
Q1 | $9.36M | Buy |
384,034
+10,905
| +3% | +$264K | 0.27% | 66 |
|
|
2024
Q4 | $9.03M | Sell |
373,129
-284,497
| -43% | -$6.89M | 0.26% | 67 |
|
|
2024
Q3 | $7.98M | Buy |
657,626
+345,156
| +110% | +$8.39M | 0.23% | 77 |
|
|
2024
Q2 | $7.56M | Buy |
312,470
+39,284
| +14% | +$942K | 0.23% | 84 |
|
|
2024
Q1 | $6.59M | Buy |
273,186
+27,952
| +11% | +$675K | 0.21% | 95 |
|
|
2023
Q4 | $5.94M | Buy |
245,234
+33,528
| +16% | +$805K | 0.21% | 103 |
|
|
2023
Q3 | $5.07M | Sell |
211,706
-3,590
| -2% | -$86.1K | 0.2% | 102 |
|
|
2023
Q2 | $5.17M | Buy |
215,296
+24,336
| +13% | +$590K | 0.2% | 104 |
|
|
2023
Q1 | $4.66M | Sell |
190,960
-3,182
| -2% | -$77.1K | 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% | +$658K | 0.23% | 88 |
|
|
2022
Q2 | $3.97M | Sell |
161,388
-12,004
| -7% | -$296K | 0.26% | 86 |
|
|
2022
Q1 | $4.29M | Buy |
173,392
+15,910
| +10% | +$400K | 0.24% | 87 |
|
|
2021
Q4 | $4M | Sell |
157,482
-64
| -0% | -$1.63K | 0.21% | 100 |
|
|
2021
Q3 | $4.03M | Buy |
157,546
+4,620
| +3% | +$118K | 0.24% | 101 |
|
|
2021
Q2 | $3.92M | Buy |
152,926
+33,354
| +28% | +$855K | 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% | 115 |
|
|
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% | -$895K | 0.23% | 115 |
|
|
2019
Q4 | $2.51M | Buy |
99,620
+23,384
| +31% | +$591K | 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% | +$2.03M | 0.45% | 41 |
|
|
2019
Q1 | $1.4M | Buy |
55,938
+14,562
| +35% | +$364K | 0.21% | 116 |
|
|
2018
Q4 | $1.03M | Sell |
41,376
-3,588
| -8% | -$89K | 0.2% | 124 |
|
|
2018
Q3 | $1.11M | Sell |
44,964
-902
| -2% | -$22.4K | 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 | $1.53M | Buy |
+61,366
| New | +$1.54M | 0.58% | 46 |
|
Other funds holding SCHO
MFT
