Toth Financial Advisory’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 | $303K | Sell |
12,409
-210
| -2% | -$5.12K | 0.04% | 191 |
|
|
2025
Q1 | $307K | Sell |
12,619
-2,964
| -19% | -$72.1K | 0.04% | 185 |
|
|
2024
Q4 | $375K | Sell |
15,583
-665
| -4% | -$16K | 0.04% | 177 |
|
|
2024
Q3 | $398K | Hold |
16,248
| – | – | 0.05% | 174 |
|
|
2024
Q2 | $391K | Sell |
16,248
-1,860
| -10% | -$44.8K | 0.05% | 165 |
|
|
2024
Q1 | $436K | Sell |
18,108
-160
| -0.9% | -$3.86K | 0.05% | 165 |
|
|
2023
Q4 | $443K | Hold |
18,268
| – | – | 0.06% | 166 |
|
|
2023
Q3 | $437K | Sell |
18,268
-480
| -3% | -$11.5K | 0.07% | 155 |
|
|
2023
Q2 | $451K | Sell |
18,748
-3,020
| -14% | -$72.6K | 0.07% | 150 |
|
|
2023
Q1 | $531K | Sell |
21,768
-3,474
| -14% | -$84.7K | 0.08% | 144 |
|
|
2022
Q4 | $609K | Sell |
25,242
-15,480
| -38% | -$373K | 0.1% | 138 |
|
|
2022
Q3 | $983K | Sell |
40,722
-1,170
| -3% | -$28.2K | 0.18% | 104 |
|
|
2022
Q2 | $1.03M | Sell |
41,892
-1,838
| -4% | -$45.2K | 0.18% | 104 |
|
|
2022
Q1 | $1.08M | Sell |
43,730
-24,220
| -36% | -$600K | 0.16% | 111 |
|
|
2021
Q4 | $1.73M | Sell |
67,950
-2,930
| -4% | -$74.5K | 0.24% | 94 |
|
|
2021
Q3 | $1.81M | Sell |
70,880
-6,646
| -9% | -$170K | 0.28% | 91 |
|
|
2021
Q2 | $1.99M | Buy |
77,526
+9,030
| +13% | +$231K | 0.3% | 86 |
|
|
2021
Q1 | $1.76M | Buy |
68,496
+14,882
| +28% | +$382K | 0.28% | 86 |
|
|
2020
Q4 | $1.38M | Buy |
53,614
+14,240
| +36% | +$366K | 0.24% | 90 |
|
|
2020
Q3 | $1.01M | Buy |
+39,374
| New | +$1.01M | 0.19% | 97 |
|