SAS
SMI Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
358,022
+8,228
| +2% | +$200K | 1.68% | 16 |
|
|
2025
Q1 | $8.51M | Buy |
349,794
+50,422
| +17% | +$1.23M | 1.92% | 11 |
|
|
2024
Q4 | $7.21M | Buy |
299,372
+145,610
| +95% | +$3.51M | 1.66% | 16 |
|
|
2024
Q3 | $7.47M | Sell |
153,762
-178
| -0.1% | -$8.65K | 1.65% | 18 |
|
|
2024
Q2 | $7.4M | Sell |
153,940
-1,542
| -1% | -$74.2K | 1.83% | 15 |
|
|
2024
Q1 | $7.46M | Sell |
155,482
-8,351
| -5% | -$401K | 2.09% | 14 |
|
|
2023
Q4 | $7.95M | Buy |
163,833
+24,818
| +18% | +$1.2M | 2.01% | 15 |
|
|
2023
Q3 | $6.65M | Buy |
+139,015
| New | +$6.65M | 2.43% | 12 |
|
|
2023
Q1 | $6.06M | Buy |
125,549
+2,886
| +2% | +$139K | 2.03% | 11 |
|
|
2022
Q4 | $5.92M | Hold |
122,663
| – | – | 1.92% | 10 |
|
|
2022
Q3 | $5.92M | Buy |
122,663
+3,553
| +3% | +$171K | 1.92% | 10 |
|
|
2022
Q2 | $5.86M | Buy |
+119,110
| New | +$5.86M | 2.09% | 10 |
|