Wealthcare Advisory Partners’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 | $740K | Sell |
30,345
-42,654
| -58% | -$1.04M | 0.02% | 545 |
|
|
2025
Q1 | $1.78M | Sell |
72,999
-58,526
| -44% | -$1.42M | 0.05% | 309 |
|
|
2024
Q4 | $3.16M | Buy |
131,525
+48,449
| +58% | +$1.17M | 0.09% | 191 |
|
|
2024
Q3 | $2.03M | Buy |
83,076
+65,332
| +368% | +$1.6M | 0.06% | 267 |
|
|
2024
Q2 | $427K | Buy |
17,744
+2,202
| +14% | +$53K | 0.01% | 570 |
|
|
2024
Q1 | $375K | Buy |
15,542
+1,340
| +9% | +$32.3K | 0.01% | 612 |
|
|
2023
Q4 | $344K | Buy |
+14,202
| New | +$344K | 0.01% | 571 |
|
|
2021
Q2 | – | Sell |
-5,170
| Closed | -$133K | – | 1628 |
|
|
2021
Q1 | $133K | Buy |
+5,170
| New | +$133K | 0.01% | 583 |
|
|
2020
Q2 | – | Sell |
-4,306
| Closed | -$111K | – | 1162 |
|
|
2020
Q1 | $111K | Buy |
4,306
+334
| +8% | +$8.61K | 0.02% | 358 |
|
|
2019
Q4 | $100K | Buy |
3,972
+6
| +0.2% | +$151 | 0.01% | 407 |
|
|
2019
Q3 | $100K | Buy |
3,966
+4
| +0.1% | +$101 | 0.01% | 386 |
|
|
2019
Q2 | $100K | Buy |
3,962
+3,028
| +324% | +$76.4K | 0.02% | 380 |
|
|
2019
Q1 | $23K | Buy |
+934
| New | +$23K | ﹤0.01% | 627 |
|