Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $405K | Buy |
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|
2025
Q2 | $390K | Hold |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $467K | Buy |
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|
2020
Q4 | $434K | Sell |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $492K | Buy |
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|
2020
Q1 | $469K | Hold |
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|
2019
Q4 | $458K | Buy |
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|
2019
Q3 | $110K | Buy |
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