BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.33K | Hold |
|
|||||
|
2023
Q1 | $5.42K | Hold |
|
|||||
|
2022
Q4 | $5.36K | Hold |
|
|||||
|
2022
Q3 | $5K | Hold |
|
|||||
|
2022
Q2 | $5K | Sell |
|
|||||
|
2022
Q1 | $8K | Hold |
|
|||||
|
2021
Q4 | $8K | Hold |
|
|||||
|
2021
Q3 | $8K | Hold |
|
|||||
|
2021
Q2 | $8K | Hold |
|
|||||
|
2021
Q1 | $8K | Hold |
|
|||||
|
2020
Q4 | $8K | Hold |
|
|||||
|
2020
Q3 | $8K | Hold |
|
|||||
|
2020
Q2 | $8K | Hold |
|
|||||
|
2020
Q1 | $8K | Sell |
|
|||||
|
2019
Q4 | $21K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $322K | Buy |
|