Sightline Wealth 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 | $450K | Buy |
18,447
+1,326
| +8% | +$32.3K | 0.22% | 55 |
|
|
2025
Q1 | $417K | Buy |
17,121
+4,879
| +40% | +$119K | 0.22% | 54 |
|
|
2024
Q4 | $295K | Sell |
12,242
-312
| -2% | -$7.51K | 0.16% | 68 |
|
|
2024
Q3 | $307K | Sell |
12,554
-3,984
| -24% | -$97.6K | 0.17% | 63 |
|
|
2024
Q2 | $398K | Buy |
16,538
+454
| +3% | +$10.9K | 0.25% | 55 |
|
|
2024
Q1 | $388K | Buy |
16,084
+3,314
| +26% | +$79.9K | 0.26% | 55 |
|
|
2023
Q4 | $309K | Buy |
12,770
+2,090
| +20% | +$50.6K | 0.24% | 57 |
|
|
2023
Q3 | $256K | Sell |
10,680
-8,094
| -43% | -$194K | 0.24% | 57 |
|
|
2023
Q2 | $458K | Hold |
18,774
| – | – | 0.46% | 36 |
|
|
2023
Q1 | $458K | Sell |
18,774
-2,558
| -12% | -$62.4K | 0.47% | 34 |
|
|
2022
Q4 | $515K | Buy |
21,332
+40
| +0.2% | +$965 | 0.55% | 30 |
|
|
2022
Q3 | $514K | Sell |
21,292
-4,154
| -16% | -$100K | 0.6% | 27 |
|
|
2022
Q2 | $626K | Sell |
25,446
-124
| -0.5% | -$3.05K | 0.61% | 25 |
|
|
2022
Q1 | $633K | Hold |
25,570
| – | – | 0.53% | 29 |
|
|
2021
Q4 | $649K | Buy |
25,570
+2
| +0% | +$51 | 0.58% | 26 |
|
|
2021
Q3 | $654K | Sell |
25,568
-1,710
| -6% | -$43.7K | 0.54% | 28 |
|
|
2021
Q2 | $699K | Buy |
27,278
+2
| +0% | +$51 | 0.58% | 26 |
|
|
2021
Q1 | $700K | Buy |
27,276
+4
| +0% | +$103 | 0.65% | 23 |
|
|
2020
Q4 | $701K | Buy |
+27,272
| New | +$701K | 0.69% | 24 |
|