AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $91.5K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $5.9M | Buy |
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|
2023
Q2 | $5.89M | Buy |
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|
2023
Q1 | $4.54M | Buy |
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|
2022
Q4 | $521K | Buy |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $797K | Sell |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $7.47M | Buy |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $4.03M | Sell |
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|
2020
Q3 | $11.9M | Buy |
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|
2020
Q2 | $7.28M | Buy |
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|
2020
Q1 | $2.18M | Buy |
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|
2019
Q4 | $1.72M | Buy |
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|
2019
Q3 | $453K | Buy |
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|
2019
Q2 | $214K | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $209K | Buy |
|