Cape Investment Advisory’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
Q4 | $191K | Buy |
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|
2025
Q3 | $131K | Sell |
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|
2025
Q2 | $165K | Buy |
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|
2025
Q1 | $164K | Buy |
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|
2024
Q4 | $162K | Buy |
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|
2024
Q3 | $161K | Buy |
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|
2024
Q2 | $145K | Buy |
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|
2024
Q1 | $143K | Buy |
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|
2023
Q4 | $126K | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $195K | Buy |
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