BCS 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
Q2 | $623K | Buy |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $296K | Sell |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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