Asset Dedication LLC’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 | $4.12K | Buy |
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|
2025
Q1 | $4.09K | Buy |
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|
2024
Q4 | $4.02K | Buy |
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|
2024
Q3 | $4.08K | Hold |
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|
2024
Q2 | $3.98K | Sell |
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|
2024
Q1 | $32K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $91K | Hold |
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|
2023
Q2 | $92K | Sell |
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|
2023
Q1 | $195K | Hold |
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|
2022
Q4 | $193K | Buy |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2021
Q1 | $99K | Sell |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $6K | Buy |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $119K | Sell |
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|
2018
Q4 | $184K | Hold |
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|
2018
Q3 | $182K | Sell |
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|
2018
Q2 | $195K | Hold |
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|
2018
Q1 | $195K | Sell |
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|
2017
Q4 | $236K | Sell |
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|
2017
Q3 | $317K | Sell |
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|
2017
Q2 | $366K | Sell |
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|
2017
Q1 | $393K | Sell |
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|
2016
Q4 | $2.36M | Buy |
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|
2016
Q3 | $2.32M | Sell |
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|
2016
Q2 | $2.61M | Sell |
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|
2016
Q1 | $2.81M | Sell |
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|
2015
Q4 | $3.01M | Buy |
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