B. Riley Wealth Advisors’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 | $7.34M | Sell |
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|
2024
Q3 | $8.2M | Sell |
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|
2024
Q2 | $8.2M | Buy |
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|
2024
Q1 | $7.82M | Sell |
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|
2023
Q4 | $7.92M | Buy |
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|
2023
Q3 | $7.82M | Sell |
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|
2023
Q2 | $7.88M | Sell |
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|
2023
Q1 | $8.01M | Buy |
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|
2022
Q4 | $7.66M | Buy |
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|
2022
Q3 | $6.53M | Buy |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $3.47M | Buy |
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|
2021
Q4 | $3.32M | Buy |
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|
2021
Q3 | $3.26M | Sell |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $3.42M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3.35M | Buy |
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|
2016
Q1 | $2.5M | Sell |
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|
2015
Q4 | $3.3M | Buy |
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