Capital Asset Advisory Services’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
Q1 | – | Sell |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $493K | Hold |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $615K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $599K | Hold |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $43K | Sell |
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|
2021
Q3 | $190K | Sell |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $110K | Sell |
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|
2020
Q1 | $4.15M | Sell |
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|
2019
Q4 | $5.57M | Buy |
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