Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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