Ballast 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
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2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $5.84M | Buy |
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|
2023
Q4 | $5.52M | Sell |
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|
2023
Q3 | $5.98M | Sell |
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|
2023
Q2 | $7.05M | Buy |
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|
2023
Q1 | $7.13M | Buy |
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $4.82M | Sell |
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|
2022
Q2 | $4.95M | Sell |
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|
2022
Q1 | $5.05M | Sell |
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|
2021
Q4 | $5.21M | Buy |
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|
2021
Q3 | $5.11M | Buy |
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|
2021
Q2 | $4.97M | Buy |
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|
2021
Q1 | $4.79M | Sell |
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|
2020
Q4 | $5.89M | Buy |
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|
2020
Q3 | $5.41M | Buy |
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|
2020
Q2 | $5.23M | Buy |
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|
2020
Q1 | $977K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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