Alpha Omega 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
Q3 | $248K | Sell |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $227K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $93K | Sell |
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|
2019
Q1 | $170K | Buy |
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|
2018
Q4 | $50K | Buy |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $10K | Buy |
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