Capital Analysts LLC’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 | $114K | Sell |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $138K | Sell |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $136K | Sell |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $154K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $99K | Hold |
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|
2023
Q1 | $101K | Sell |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $968K | Sell |
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|
2021
Q3 | $982K | Buy |
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|
2021
Q2 | $969K | Buy |
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|
2021
Q1 | $937K | Buy |
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|
2020
Q4 | $712K | Buy |
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|
2020
Q3 | $574K | Buy |
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