WIA
World Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
572,558
+11,378
| +2% | +$277K | 0.32% | 64 |
|
|
2025
Q1 | $13.7M | Sell |
561,180
-111,275
| -17% | -$2.71M | 0.35% | 56 |
|
|
2024
Q4 | $16.2M | Buy |
672,455
+325,460
| +94% | +$7.83M | 0.44% | 43 |
|
|
2024
Q3 | $17M | Buy |
346,995
+4,295
| +1% | +$210K | 0.53% | 39 |
|
|
2024
Q2 | $16.5M | Buy |
+342,700
| New | +$16.5M | 1.03% | 19 |
|
|
2024
Q1 | – | Sell |
-225,663
| Closed | -$10.9M | – | 461 |
|
|
2023
Q4 | $10.9M | Sell |
225,663
-19,882
| -8% | -$963K | 1.42% | 15 |
|
|
2023
Q3 | $11.8M | Sell |
245,545
-3,607
| -1% | -$173K | 2.33% | 11 |
|
|
2023
Q2 | $12M | Sell |
249,152
-14,751
| -6% | -$709K | 2.32% | 12 |
|
|
2023
Q1 | $12.9M | Buy |
263,903
+5,862
| +2% | +$286K | 2.68% | 9 |
|
|
2022
Q4 | $12.4M | Buy |
258,041
+27,370
| +12% | +$1.32M | 2.85% | 9 |
|
|
2022
Q3 | $11.1M | Sell |
230,671
-5,491
| -2% | -$265K | 2.64% | 11 |
|
|
2022
Q2 | $11.6M | Buy |
236,162
+21,735
| +10% | +$1.07M | 2.44% | 11 |
|
|
2022
Q1 | $10.6M | Sell |
214,427
-20,476
| -9% | -$1.01M | 2.21% | 11 |
|
|
2021
Q4 | $11.8M | Sell |
234,903
-3,676
| -2% | -$184K | 2.46% | 9 |
|
|
2021
Q3 | $12.2M | Sell |
238,579
-13,807
| -5% | -$707K | 2.76% | 9 |
|
|
2021
Q2 | $12.9M | Sell |
252,386
-542
| -0.2% | -$27.8K | 2.96% | 9 |
|
|
2021
Q1 | $13M | Buy |
252,928
+33,937
| +15% | +$1.74M | 3.13% | 7 |
|
|
2020
Q4 | $11.3M | Buy |
218,991
+73,563
| +51% | +$3.78M | 2.85% | 8 |
|
|
2020
Q3 | $7.49M | Buy |
145,428
+5,725
| +4% | +$295K | 2.56% | 10 |
|
|
2020
Q2 | $7.2M | Buy |
139,703
+17,738
| +15% | +$914K | 2.52% | 12 |
|
|
2020
Q1 | $6.31M | Sell |
121,965
-16,975
| -12% | -$878K | 2.93% | 12 |
|
|
2019
Q4 | $7.01M | Buy |
138,940
+6,625
| +5% | +$334K | 2.74% | 13 |
|
|
2019
Q3 | $6.69M | Buy |
132,315
+11,382
| +9% | +$576K | 2.87% | 11 |
|
|
2019
Q2 | $6.12M | Buy |
120,933
+13,356
| +12% | +$676K | 2.7% | 13 |
|
|
2019
Q1 | $5.4M | Sell |
107,577
-3,831
| -3% | -$192K | 2.46% | 14 |
|
|
2018
Q4 | $5.56M | Buy |
+111,408
| New | +$5.56M | 2.49% | 13 |
|