CAPTRUST Financial 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 | $5.15M | Sell |
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|
2025
Q1 | $5.65M | Sell |
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|
2024
Q4 | $5.9M | Sell |
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|
2024
Q3 | $8.08M | Sell |
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|
2024
Q2 | $9.85M | Sell |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $17.7M | Sell |
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|
2023
Q3 | $22.2M | Buy |
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|
2023
Q2 | $21.5M | Buy |
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|
2023
Q1 | $20.1M | Buy |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q3 | $2.22M | Buy |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $4.12M | Buy |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $4.64M | Buy |
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|
2019
Q2 | $151K | Buy |
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|
2019
Q1 | $82K | Sell |
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|
2018
Q4 | $4.28M | Buy |
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|
2018
Q3 | $106K | Hold |
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|
2018
Q2 | $106K | Buy |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $109K | Hold |
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|
2017
Q3 | $109K | Buy |
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