True Link Financial 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 | $2.09M | Buy |
85,692
+35,162
| +70% | +$857K | 0.14% | 28 |
|
|
2025
Q1 | $1.23M | Buy |
50,530
+12,699
| +34% | +$309K | 0.09% | 31 |
|
|
2024
Q4 | $910K | Buy |
37,831
+939
| +3% | +$22.6K | 0.08% | 26 |
|
|
2024
Q3 | $903K | Sell |
36,892
-998
| -3% | -$24.4K | 0.08% | 28 |
|
|
2024
Q2 | $912K | Sell |
37,890
-7,838
| -17% | -$189K | 0.08% | 26 |
|
|
2024
Q1 | $1.1M | Buy |
45,728
+2,608
| +6% | +$62.9K | 0.11% | 27 |
|
|
2023
Q4 | $1.04M | Sell |
43,120
-12,278
| -22% | -$297K | 0.11% | 27 |
|
|
2023
Q3 | $1.33M | Buy |
55,398
+23,584
| +74% | +$565K | 0.16% | 39 |
|
|
2023
Q2 | $764K | Sell |
31,814
-22,446
| -41% | -$539K | 0.09% | 63 |
|
|
2023
Q1 | $1.32M | Buy |
+54,260
| New | +$1.32M | 0.17% | 45 |
|
|
2022
Q1 | – | Sell |
-1,434
| Closed | -$36K | – | 247 |
|
|
2021
Q4 | $36K | Hold |
1,434
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $37K | Hold |
1,434
| – | – | 0.01% | 504 |
|
|
2021
Q2 | $37K | Hold |
1,434
| – | – | 0.01% | 450 |
|
|
2021
Q1 | $37K | Buy |
1,434
+232
| +19% | +$5.99K | 0.01% | 524 |
|
|
2020
Q4 | $31K | Buy |
+1,202
| New | +$31K | ﹤0.01% | 573 |
|