Avantax Advisory Services’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 | $588K | Buy |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $467K | Sell |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $561K | Buy |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $231K | Buy |
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