Strategic Advocates’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 | $217K | Sell |
8,918
-120
| -1% | -$2.93K | 0.06% | 119 |
|
|
2025
Q1 | $220K | Sell |
9,038
-820
| -8% | -$20K | 0.08% | 101 |
|
|
2024
Q4 | $237K | Sell |
9,858
-17,672
| -64% | -$425K | 0.08% | 93 |
|
|
2024
Q3 | $674K | Sell |
27,530
-15,030
| -35% | -$368K | 0.24% | 62 |
|
|
2024
Q2 | $1.02M | Sell |
42,560
-54,200
| -56% | -$1.3M | 0.41% | 33 |
|
|
2024
Q1 | $2.33M | Sell |
96,760
-199,852
| -67% | -$4.82M | 0.9% | 25 |
|
|
2023
Q4 | $7.19M | Sell |
296,612
-89,692
| -23% | -$2.17M | 3.05% | 9 |
|
|
2023
Q3 | $9.25M | Buy |
+386,304
| New | +$9.25M | 4.35% | 7 |
|