Towercrest Capital Management’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 | $1.11M | Sell |
45,734
-113
| -0.2% | -$2.76K | 0.2% | 46 |
|
|
2025
Q1 | $1.12M | Sell |
45,847
-1,082
| -2% | -$26.3K | 0.21% | 45 |
|
|
2024
Q4 | $1.13M | Buy |
46,929
+1,793
| +4% | +$43.1K | 0.18% | 49 |
|
|
2024
Q3 | $1.11M | Buy |
45,136
+732
| +2% | +$17.9K | 0.18% | 50 |
|
|
2024
Q2 | $1.07M | Buy |
44,404
+1,686
| +4% | +$40.6K | 0.18% | 51 |
|
|
2024
Q1 | $1.03M | Sell |
42,718
-35,020
| -45% | -$844K | 0.17% | 52 |
|
|
2023
Q4 | $1.88M | Sell |
77,738
-2,286
| -3% | -$55.4K | 0.34% | 44 |
|
|
2023
Q3 | $1.92M | Buy |
80,024
+1,114
| +1% | +$26.7K | 0.37% | 43 |
|
|
2023
Q2 | $1.9M | Sell |
78,910
-36,562
| -32% | -$879K | 0.35% | 45 |
|
|
2023
Q1 | $2.82M | Buy |
115,472
+8,566
| +8% | +$209K | 0.59% | 35 |
|
|
2022
Q4 | $2.58M | Sell |
106,906
-2,894
| -3% | -$69.8K | 0.57% | 35 |
|
|
2022
Q3 | $2.65M | Buy |
109,800
+68,472
| +166% | +$1.65M | 0.62% | 34 |
|
|
2022
Q2 | $1.02M | Sell |
41,328
-2,724
| -6% | -$67K | 0.23% | 48 |
|
|
2022
Q1 | $1.09M | Buy |
44,052
+1,704
| +4% | +$42.2K | 0.21% | 48 |
|
|
2021
Q4 | $1.08M | Buy |
42,348
+44
| +0.1% | +$1.12K | 0.2% | 47 |
|
|
2021
Q3 | $1.08M | Buy |
42,304
+2,852
| +7% | +$73K | 0.21% | 48 |
|
|
2021
Q2 | $1.01M | Buy |
39,452
+2,182
| +6% | +$55.9K | 0.2% | 46 |
|
|
2021
Q1 | $956K | Sell |
37,270
-57,026
| -60% | -$1.46M | 0.2% | 44 |
|
|
2020
Q4 | $2.42M | Buy |
94,296
+2,714
| +3% | +$69.7K | 0.54% | 34 |
|
|
2020
Q3 | $2.36M | Buy |
91,582
+13,054
| +17% | +$336K | 0.58% | 33 |
|
|
2020
Q2 | $2.03M | Buy |
78,528
+47,474
| +153% | +$1.23M | 0.53% | 34 |
|
|
2020
Q1 | $803K | Buy |
31,054
+786
| +3% | +$20.3K | 0.24% | 46 |
|
|
2019
Q4 | $764K | Buy |
30,268
+1,412
| +5% | +$35.6K | 0.2% | 49 |
|
|
2019
Q3 | $730K | Buy |
28,856
+966
| +3% | +$24.4K | 0.2% | 47 |
|
|
2019
Q2 | $705K | Buy |
27,890
+3,850
| +16% | +$97.3K | 0.2% | 48 |
|
|
2019
Q1 | $603K | Sell |
24,040
-408
| -2% | -$10.2K | 0.17% | 48 |
|
|
2018
Q4 | $610K | Buy |
24,448
+666
| +3% | +$16.6K | 0.2% | 49 |
|
|
2018
Q3 | $589K | Buy |
23,782
+4,116
| +21% | +$102K | 0.17% | 51 |
|
|
2018
Q2 | $489K | Buy |
+19,666
| New | +$489K | 0.15% | 59 |
|