Sequoia Financial 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 | $1.22M | Sell |
50,220
-7,949
| -14% | -$194K | 0.01% | 617 |
|
|
2025
Q1 | $1.42M | Buy |
58,169
+23,401
| +67% | +$570K | 0.01% | 511 |
|
|
2024
Q4 | $837K | Sell |
34,768
-5,848
| -14% | -$141K | 0.01% | 634 |
|
|
2024
Q3 | $995K | Sell |
40,616
-21,660
| -35% | -$530K | 0.01% | 550 |
|
|
2024
Q2 | $1.5M | Buy |
62,276
+462
| +0.7% | +$11.1K | 0.02% | 393 |
|
|
2024
Q1 | $1.49M | Sell |
61,814
-4,750
| -7% | -$114K | 0.02% | 379 |
|
|
2023
Q4 | $1.61M | Buy |
66,564
+18,216
| +38% | +$441K | 0.02% | 409 |
|
|
2023
Q3 | $1.16M | Sell |
48,348
-14,484
| -23% | -$347K | 0.02% | 307 |
|
|
2023
Q2 | $1.51M | Buy |
62,832
+3,956
| +7% | +$95.1K | 0.03% | 276 |
|
|
2023
Q1 | $1.44M | Sell |
58,876
-3,560
| -6% | -$86.8K | 0.03% | 260 |
|
|
2022
Q4 | $1.51M | Sell |
62,436
-5,918
| -9% | -$143K | 0.04% | 230 |
|
|
2022
Q3 | $1.65M | Sell |
68,354
-7,388
| -10% | -$178K | 0.05% | 167 |
|
|
2022
Q2 | $1.86M | Sell |
75,742
-1,550
| -2% | -$38.1K | 0.05% | 182 |
|
|
2022
Q1 | $1.92M | Buy |
77,292
+596
| +0.8% | +$14.8K | 0.05% | 197 |
|
|
2021
Q4 | $1.95M | Buy |
76,696
+27,542
| +56% | +$700K | 0.05% | 182 |
|
|
2021
Q3 | $1.26M | Sell |
49,154
-27,828
| -36% | -$712K | 0.13% | 92 |
|
|
2021
Q2 | $1.97M | Buy |
76,982
+3,690
| +5% | +$94.5K | 0.07% | 155 |
|
|
2021
Q1 | $1.88M | Buy |
73,292
+14,038
| +24% | +$360K | 0.08% | 135 |
|
|
2020
Q4 | $1.52M | Buy |
59,254
+4,306
| +8% | +$111K | 0.07% | 145 |
|
|
2020
Q3 | $1.42M | Buy |
54,948
+1,048
| +2% | +$27K | 0.07% | 136 |
|
|
2020
Q2 | $1.39M | Buy |
53,900
+2,848
| +6% | +$73.5K | 0.08% | 118 |
|
|
2020
Q1 | $1.32M | Sell |
51,052
-776
| -1% | -$20.1K | 0.1% | 103 |
|
|
2019
Q4 | $1.31M | Buy |
51,828
+6,950
| +15% | +$175K | 0.08% | 124 |
|
|
2019
Q3 | $1.14M | Sell |
44,878
-13,896
| -24% | -$351K | 0.08% | 123 |
|
|
2019
Q2 | $1.49M | Sell |
58,774
-3,846
| -6% | -$97.3K | 0.11% | 100 |
|
|
2019
Q1 | $1.57M | Sell |
62,620
-31,794
| -34% | -$798K | 0.13% | 94 |
|
|
2018
Q4 | $2.36M | Buy |
94,414
+28,022
| +42% | +$699K | 0.27% | 62 |
|
|
2018
Q3 | $1.65M | Sell |
66,392
-21,482
| -24% | -$533K | 0.16% | 86 |
|
|
2018
Q2 | $2.19M | Buy |
87,874
+27,472
| +45% | +$683K | 0.23% | 71 |
|
|
2018
Q1 | $1.51M | Buy |
60,402
+15,322
| +34% | +$382K | 0.16% | 92 |
|
|
2017
Q4 | $1.13M | Sell |
45,080
-3,798
| -8% | -$95K | 0.12% | 109 |
|
|
2017
Q3 | $1.23M | Buy |
48,878
+5,782
| +13% | +$146K | 0.15% | 94 |
|
|
2017
Q2 | $1.09M | Buy |
43,096
+20,778
| +93% | +$524K | 0.13% | 100 |
|
|
2017
Q1 | $563K | Sell |
22,318
-16,568
| -43% | -$418K | 0.07% | 131 |
|
|
2016
Q4 | $980K | Sell |
38,886
-22,042
| -36% | -$556K | 0.14% | 101 |
|
|
2016
Q3 | $1.55M | Sell |
60,928
-8,086
| -12% | -$205K | 0.29% | 59 |
|
|
2016
Q2 | $1.76M | Buy |
69,014
+33,726
| +96% | +$859K | 0.49% | 51 |
|
|
2016
Q1 | $896K | Sell |
35,288
-288
| -0.8% | -$7.31K | 0.29% | 64 |
|
|
2015
Q4 | $897K | Buy |
35,576
+12,402
| +54% | +$313K | 0.36% | 60 |
|
|
2015
Q3 | $589K | Sell |
23,174
-13,770
| -37% | -$350K | 0.26% | 77 |
|
|
2015
Q2 | $937K | Buy |
+36,944
| New | +$937K | 0.4% | 59 |
|