OneDigital 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 | $783K | Buy |
32,125
+14,985
| +87% | +$365K | 0.01% | 727 |
|
|
2025
Q1 | $417K | Sell |
17,140
-7,451
| -30% | -$181K | ﹤0.01% | 928 |
|
|
2024
Q4 | $592K | Sell |
24,591
-12,727
| -34% | -$306K | 0.01% | 821 |
|
|
2024
Q3 | $914K | Sell |
37,318
-10,102
| -21% | -$247K | 0.01% | 684 |
|
|
2024
Q2 | $1.14M | Buy |
47,420
+3,026
| +7% | +$72.8K | 0.01% | 574 |
|
|
2024
Q1 | $1.07M | Sell |
44,394
-8,170
| -16% | -$197K | 0.02% | 484 |
|
|
2023
Q4 | $1.27M | Sell |
52,564
-22,534
| -30% | -$546K | 0.02% | 404 |
|
|
2023
Q3 | $1.8M | Sell |
75,098
-8,916
| -11% | -$213K | 0.04% | 298 |
|
|
2023
Q2 | $2.02M | Sell |
84,014
-6,926
| -8% | -$166K | 0.04% | 275 |
|
|
2023
Q1 | $2.22M | Sell |
90,940
-140,030
| -61% | -$3.42M | 0.05% | 257 |
|
|
2022
Q4 | $5.57M | Buy |
230,970
+186,004
| +414% | +$4.49M | 0.16% | 120 |
|
|
2022
Q3 | $1.09M | Sell |
44,966
-660
| -1% | -$15.9K | 0.04% | 272 |
|
|
2022
Q2 | $1.12M | Sell |
45,626
-8,418
| -16% | -$207K | 0.05% | 236 |
|
|
2022
Q1 | $1.34M | Sell |
54,044
-5,870
| -10% | -$145K | 0.05% | 217 |
|
|
2021
Q4 | $1.52M | Sell |
59,914
-5,902
| -9% | -$150K | 0.05% | 201 |
|
|
2021
Q3 | $1.69M | Buy |
65,816
+7,114
| +12% | +$182K | 0.07% | 179 |
|
|
2021
Q2 | $1.5M | Sell |
58,702
-1,530
| -3% | -$39.2K | 0.06% | 198 |
|
|
2021
Q1 | $1.55M | Buy |
60,232
+2,896
| +5% | +$74.3K | 0.07% | 186 |
|
|
2020
Q4 | $1.47M | Sell |
57,336
-4,432
| -7% | -$114K | 0.08% | 180 |
|
|
2020
Q3 | $1.59M | Buy |
61,768
+30,736
| +99% | +$792K | 0.11% | 145 |
|
|
2020
Q2 | $801K | Buy |
31,032
+1,942
| +7% | +$50.1K | 0.06% | 234 |
|
|
2020
Q1 | $752K | Buy |
29,090
+12,750
| +78% | +$330K | 0.07% | 224 |
|
|
2019
Q4 | $412K | Buy |
16,340
+2,726
| +20% | +$68.7K | 0.03% | 342 |
|
|
2019
Q3 | $344K | Buy |
13,614
+8,310
| +157% | +$210K | 0.03% | 353 |
|
|
2019
Q2 | $134K | Buy |
5,304
+3,330
| +169% | +$84.1K | 0.01% | 432 |
|
|
2019
Q1 | $50K | Buy |
1,974
+516
| +35% | +$13.1K | 0.01% | 491 |
|
|
2018
Q4 | $36K | Buy |
1,458
+784
| +116% | +$19.4K | 0.01% | 526 |
|
|
2018
Q3 | $17K | Buy |
674
+170
| +34% | +$4.29K | ﹤0.01% | 715 |
|
|
2018
Q2 | $13K | Buy |
504
+258
| +105% | +$6.66K | ﹤0.01% | 970 |
|
|
2018
Q1 | $6K | Buy |
246
+112
| +84% | +$2.73K | ﹤0.01% | 1130 |
|
|
2017
Q4 | $3K | Hold |
134
| – | – | ﹤0.01% | 1147 |
|
|
2017
Q3 | $3K | Sell |
134
-5,892
| -98% | -$132K | ﹤0.01% | 956 |
|
|
2017
Q2 | $152K | Buy |
+6,026
| New | +$152K | 0.05% | 238 |
|