Beacon Pointe 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
$2.98M Sell
2025
Q1
$3.51M Sell
2024
Q4
$3.53M Buy
2024
Q3
$3.5M Buy
2024
Q2
$2.88M Buy
2024
Q1
$2.2M Buy
2023
Q4
$510K Sell
2023
Q3
$551K Buy
2023
Q2
$233K Sell
2023
Q1
$725K Sell
2022
Q4
$1.07M Buy
2022
Q3
$1.07M Buy
2022
Q2
$851K Sell
2022
Q1
$983K Buy