United Capital 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 | $902K | Sell |
37,016
-1,415
| -4% | -$34.5K | 0.01% | 609 |
|
|
2025
Q1 | $935K | Buy |
38,431
+4,490
| +13% | +$109K | 0.01% | 574 |
|
|
2024
Q4 | $817K | Buy |
33,941
+167
| +0.5% | +$4.02K | 0.01% | 595 |
|
|
2024
Q3 | $827K | Sell |
33,774
-2,750
| -8% | -$67.3K | 0.01% | 593 |
|
|
2024
Q2 | $879K | Buy |
36,524
+1,728
| +5% | +$41.6K | 0.01% | 557 |
|
|
2024
Q1 | $839K | Sell |
34,796
-25,034
| -42% | -$603K | 0.01% | 600 |
|
|
2023
Q4 | $1.45M | Sell |
59,830
-142,564
| -70% | -$3.45M | 0.01% | 480 |
|
|
2023
Q3 | $4.85M | Sell |
202,394
-14,072
| -7% | -$337K | 0.03% | 300 |
|
|
2023
Q2 | $5.2M | Buy |
216,466
+6,110
| +3% | +$147K | 0.03% | 306 |
|
|
2023
Q1 | $5.13M | Sell |
210,356
-69,948
| -25% | -$1.71M | 0.03% | 313 |
|
|
2022
Q4 | $6.76M | Sell |
280,304
-33,318
| -11% | -$804K | 0.04% | 297 |
|
|
2022
Q3 | $7.57M | Sell |
313,622
-275,034
| -47% | -$6.64M | 0.04% | 272 |
|
|
2022
Q2 | $14.5M | Sell |
588,656
-160,108
| -21% | -$3.94M | 0.08% | 211 |
|
|
2022
Q1 | $18.5M | Sell |
748,764
-105,032
| -12% | -$2.6M | 0.09% | 196 |
|
|
2021
Q4 | $21.7M | Sell |
853,796
-25,818
| -3% | -$656K | 0.1% | 190 |
|
|
2021
Q3 | $22.5M | Sell |
879,614
-34,986
| -4% | -$895K | 0.11% | 176 |
|
|
2021
Q2 | $23.4M | Sell |
914,600
-15,360
| -2% | -$393K | 0.12% | 177 |
|
|
2021
Q1 | $23.9M | Sell |
929,960
-76,956
| -8% | -$1.97M | 0.13% | 163 |
|
|
2020
Q4 | $25.9M | Buy |
1,006,916
+8,132
| +0.8% | +$209K | 0.16% | 147 |
|
|
2020
Q3 | $25.7M | Buy |
998,784
+93,496
| +10% | +$2.41M | 0.17% | 142 |
|
|
2020
Q2 | $23.4M | Sell |
905,288
-140,346
| -13% | -$3.62M | 0.17% | 131 |
|
|
2020
Q1 | $27M | Buy |
1,045,634
+50,904
| +5% | +$1.32M | 0.22% | 97 |
|
|
2019
Q4 | $25.1M | Sell |
994,730
-29,662
| -3% | -$749K | 0.16% | 145 |
|
|
2019
Q3 | $25.9M | Sell |
1,024,392
-26,558
| -3% | -$672K | 0.18% | 123 |
|
|
2019
Q2 | $26.6M | Sell |
1,050,950
-271,306
| -21% | -$6.86M | 0.17% | 126 |
|
|
2019
Q1 | $33.2M | Sell |
1,322,256
-75,444
| -5% | -$1.89M | 0.23% | 101 |
|
|
2018
Q4 | $34.9M | Buy |
1,397,700
+230,100
| +20% | +$5.74M | 0.28% | 82 |
|
|
2018
Q3 | $28.9M | Buy |
1,167,600
+131,556
| +13% | +$3.26M | 0.2% | 109 |
|
|
2018
Q2 | $25.8M | Buy |
1,036,044
+100,878
| +11% | +$2.51M | 0.19% | 120 |
|
|
2018
Q1 | $23.3M | Buy |
935,166
+8,804
| +1% | +$219K | 0.18% | 132 |
|
|
2017
Q4 | $23.2M | Sell |
926,362
-8,100
| -0.9% | -$203K | 0.18% | 124 |
|
|
2017
Q3 | $23.5M | Buy |
934,462
+916,022
| +4,968% | +$23.1M | 0.2% | 113 |
|
|
2017
Q2 | $465K | Sell |
18,440
-2,712
| -13% | -$68.4K | ﹤0.01% | 941 |
|
|
2017
Q1 | $534K | Sell |
21,152
-3,774
| -15% | -$95.3K | 0.01% | 900 |
|
|
2016
Q4 | $628K | Sell |
24,926
-10,572
| -30% | -$266K | 0.01% | 873 |
|
|
2016
Q3 | $901K | Sell |
35,498
-21,794
| -38% | -$553K | 0.01% | 799 |
|
|
2016
Q2 | $1.46M | Sell |
57,292
-12,210
| -18% | -$311K | 0.01% | 630 |
|
|
2016
Q1 | $1.77M | Sell |
69,502
-25,780
| -27% | -$655K | 0.02% | 566 |
|
|
2015
Q4 | $2.4M | Sell |
95,282
-20,632
| -18% | -$520K | 0.03% | 514 |
|
|
2015
Q3 | $2.94M | Sell |
115,914
-32,262
| -22% | -$819K | 0.04% | 439 |
|
|
2015
Q2 | $3.76M | Buy |
148,176
+17,560
| +13% | +$445K | 0.04% | 417 |
|
|
2015
Q1 | $3.31M | Buy |
130,616
+10,264
| +9% | +$260K | 0.04% | 436 |
|
|
2014
Q4 | $3.04M | Buy |
120,352
+98,642
| +454% | +$2.49M | 0.05% | 370 |
|
|
2014
Q3 | $549K | Buy |
+21,710
| New | +$549K | 0.01% | 769 |
|
|
2014
Q2 | – | Sell |
-48,874
| Closed | -$1.24M | – | 906 |
|
|
2014
Q1 | $1.24M | Buy |
+48,874
| New | +$1.24M | 0.03% | 436 |
|