Wealth Enhancement Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $98.6M | Buy |
4,095,259
+685,914
| +20% | +$16.6M | 0.16% | 112 |
|
|
2026
Q1 | $82.5M | Buy |
3,409,345
+231,762
| +7% | +$5.64M | 0.17% | 112 |
|
|
2025
Q4 | $77.5M | Buy |
3,177,583
+433,210
| +16% | +$10.6M | 0.11% | 187 |
|
|
2025
Q3 | $66.9M | Buy |
2,744,373
+1,292,926
| +89% | +$31.5M | 0.1% | 192 |
|
|
2025
Q2 | $35.2M | Buy |
1,451,447
+55,145
| +4% | +$1.34M | 0.06% | 289 |
|
|
2025
Q1 | $34M | Sell |
1,396,302
-744,150
| -35% | -$18M | 0.07% | 273 |
|
|
2024
Q4 | $51.5M | Buy |
2,140,452
+837,978
| +64% | +$20.3M | 0.1% | 196 |
|
|
2024
Q3 | $31.9M | Buy |
1,302,474
+440,822
| +51% | +$10.7M | 0.07% | 272 |
|
|
2024
Q2 | $20.7M | Buy |
861,652
+66,240
| +8% | +$1.59M | 0.05% | 325 |
|
|
2024
Q1 | $19.2M | Buy |
795,412
+25,608
| +3% | +$618K | 0.05% | 333 |
|
|
2023
Q4 | $18.6M | Buy |
769,804
+16,864
| +2% | +$405K | 0.05% | 315 |
|
|
2023
Q3 | $18M | Buy |
752,940
+727,918
| +2,909% | +$17.4M | 0.06% | 297 |
|
|
2023
Q2 | $601K | Buy |
25,022
+3,952
| +19% | +$95.8K | 0.01% | 328 |
|
|
2023
Q1 | $514K | Buy |
+21,070
| New | +$510K | 0.01% | 386 |
|
|
2022
Q1 | – | Sell |
-11,672
| Closed | -$294K | – | 324 |
|
|
2021
Q4 | $294K | Buy |
11,672
+2,510
| +27% | +$64K | ﹤0.01% | 274 |
|
|
2021
Q3 | $234K | Sell |
9,162
-2,329,246
| -100% | -$59.7M | ﹤0.01% | 277 |
|
|
2021
Q2 | $59.9M | Buy |
2,338,408
+89,862
| +4% | +$2.3M | 0.97% | 24 |
|
|
2021
Q1 | $57.7M | Buy |
2,248,546
+271,476
| +14% | +$6.97M | 1.05% | 20 |
|
|
2020
Q4 | $50.8M | Buy |
1,977,070
+210,208
| +12% | +$5.41M | 1.15% | 17 |
|
|
2020
Q3 | $45.4M | Buy |
1,766,862
+355,196
| +25% | +$9.16M | 1.19% | 18 |
|
|
2020
Q2 | $36.4M | Buy |
1,411,666
+273,870
| +24% | +$7.07M | 1.05% | 21 |
|
|
2020
Q1 | $29.4M | Sell |
1,137,796
-33,188
| -3% | -$845K | 1.05% | 23 |
|
|
2019
Q4 | $29.6M | Buy |
1,170,984
+95,566
| +9% | +$2.41M | 1.04% | 24 |
|
|
2019
Q3 | $27.2M | Buy |
1,075,418
+64,636
| +6% | +$1.63M | 1.1% | 22 |
|
|
2019
Q2 | $25.5M | Buy |
1,010,782
+51,050
| +5% | +$1.28M | 1.12% | 22 |
|
|
2019
Q1 | $24M | Buy |
959,732
+35,040
| +4% | +$875K | 1.36% | 17 |
|
|
2018
Q4 | $23M | Buy |
924,692
+40,362
| +5% | +$1M | 1.45% | 18 |
|
|
2018
Q3 | $21.9M | Buy |
884,330
+63,366
| +8% | +$1.57M | 1.32% | 19 |
|
|
2018
Q2 | $20.4M | Buy |
820,964
+72,814
| +10% | +$1.81M | 1.26% | 19 |
|
|
2018
Q1 | $18.6M | Buy |
748,150
+104,034
| +16% | +$2.59M | 1.25% | 19 |
|
|
2017
Q4 | $16.1M | Buy |
644,116
+93,158
| +17% | +$2.34M | 1.14% | 20 |
|
|
2017
Q3 | $13.9M | Buy |
550,958
+160,442
| +41% | +$4.05M | 1.15% | 19 |
|
|
2017
Q2 | $9.84M | Buy |
390,516
+65,688
| +20% | +$1.66M | 0.91% | 23 |
|
|
2017
Q1 | $8.19M | Buy |
324,828
+44,460
| +16% | +$1.12M | 0.87% | 23 |
|
|
2016
Q4 | $7.07M | Buy |
280,368
+89,678
| +47% | +$2.27M | 0.86% | 24 |
|
|
2016
Q3 | $4.83M | Buy |
+190,690
| New | +$4.84M | 0.72% | 30 |
|
Other funds holding SCHO
MFT
BSB
FFG
LA
HPA
MPWT
DC
CST
AWM
HF