WBH 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 | $3.01M | Sell |
123,571
-3,418
| -3% | -$83.3K | 0.26% | 76 |
|
|
2025
Q1 | $3.09M | Buy |
126,989
+2,971
| +2% | +$72.3K | 0.29% | 70 |
|
|
2024
Q4 | $2.98M | Sell |
124,018
-2,980
| -2% | -$71.7K | 0.28% | 71 |
|
|
2024
Q3 | $3.11M | Sell |
126,998
-7,076
| -5% | -$173K | 0.29% | 67 |
|
|
2024
Q2 | $3.23M | Sell |
134,074
-7,684
| -5% | -$185K | 0.33% | 65 |
|
|
2024
Q1 | $3.42M | Sell |
141,758
-586
| -0.4% | -$14.1K | 0.35% | 63 |
|
|
2023
Q4 | $3.45M | Buy |
142,344
+29,226
| +26% | +$708K | 0.38% | 62 |
|
|
2023
Q3 | $2.71M | Buy |
113,118
+23,062
| +26% | +$552K | 0.33% | 68 |
|
|
2023
Q2 | $2.16M | Sell |
90,056
-11,950
| -12% | -$287K | 0.26% | 85 |
|
|
2023
Q1 | $2.49M | Buy |
+102,006
| New | +$2.49M | 0.31% | 76 |
|
|
2022
Q3 | $3.07M | Sell |
127,362
-213,920
| -63% | -$5.16M | 0.44% | 55 |
|
|
2022
Q2 | $8.38M | Buy |
341,282
+69,154
| +25% | +$1.7M | 1.12% | 24 |
|
|
2022
Q1 | $6.72M | Buy |
272,128
+8,920
| +3% | +$220K | 0.82% | 41 |
|
|
2021
Q4 | $6.69M | Buy |
263,208
+250,730
| +2,009% | +$6.37M | 0.76% | 35 |
|
|
2021
Q3 | $319K | Sell |
12,478
-114
| -0.9% | -$2.91K | 0.04% | 240 |
|
|
2021
Q2 | $323K | Sell |
12,592
-134
| -1% | -$3.44K | 0.05% | 219 |
|
|
2021
Q1 | $327K | Hold |
12,726
| – | – | 0.05% | 218 |
|
|
2020
Q4 | $327K | Sell |
12,726
-300
| -2% | -$7.71K | 0.06% | 206 |
|
|
2020
Q3 | $335K | Buy |
13,026
+682
| +6% | +$17.5K | 0.07% | 192 |
|
|
2020
Q2 | $318K | Hold |
12,344
| – | – | 0.08% | 191 |
|
|
2020
Q1 | $319 | Buy |
12,344
+1,132
| +10% | +$29 | 0.07% | 169 |
|
|
2019
Q4 | $283K | Buy |
11,212
+60
| +0.5% | +$1.51K | 0.06% | 210 |
|
|
2019
Q3 | $282K | Buy |
+11,152
| New | +$282K | 0.06% | 203 |
|