Carlton Hofferkamp & Jenks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
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|
2025
Q1 | $4.84M | Sell |
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|
2024
Q4 | $5.37M | Sell |
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|
2024
Q3 | $5.38M | Buy |
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|
2024
Q2 | $5.21M | Sell |
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|
2024
Q1 | $5.21M | Buy |
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|
2023
Q4 | $5.1M | Sell |
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|
2023
Q3 | $5.49M | Sell |
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|
2023
Q2 | $5.76M | Buy |
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|
2023
Q1 | $5.79M | Sell |
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|
2022
Q4 | $5.92M | Sell |
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|
2022
Q3 | $5.97M | Sell |
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|
2022
Q2 | $6.57M | Buy |
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|
2022
Q1 | $6.25M | Buy |
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|
2021
Q4 | $6.27M | Buy |
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|
2021
Q3 | $5.67M | Sell |
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|
2021
Q2 | $5.8M | Sell |
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|
2021
Q1 | $6.96M | Sell |
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|
2020
Q4 | $7.08M | Sell |
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|
2020
Q3 | $7.26M | Sell |
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|
2020
Q2 | $7.52M | Sell |
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|
2020
Q1 | $7.72M | Sell |
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|
2019
Q4 | $7.67M | Sell |
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|
2019
Q3 | $7.73M | Buy |
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|
2019
Q2 | $7.32M | Buy |
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|
2019
Q1 | $7.25M | Sell |
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|
2018
Q4 | $8.09M | Sell |
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|
2018
Q3 | $8.19M | Sell |
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|
2018
Q2 | $8.4M | Sell |
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|
2018
Q1 | $8.61M | Buy |
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|
2017
Q4 | $7.88M | Sell |
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|
2017
Q3 | $8.02M | Sell |
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|
2017
Q2 | $8.09M | Sell |
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|
2017
Q1 | $8.12M | Buy |
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|
2016
Q4 | $8.06M | Buy |
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|
2016
Q3 | $7.01M | Buy |
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|
2016
Q2 | $6.94M | Sell |
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|
2016
Q1 | $7.08M | Sell |
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|
2015
Q4 | $7.26M | Buy |
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|
2015
Q3 | $6.83M | Sell |
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|
2015
Q2 | $7.01M | Buy |
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|
2015
Q1 | $6.78M | Buy |
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|
2014
Q4 | $6.71M | Buy |
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|
2014
Q3 | $6.37M | Buy |
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|
2014
Q2 | $6.1M | Buy |
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|
2014
Q1 | $5.88M | Buy |
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|
2013
Q4 | $5.56M | Buy |
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|
2013
Q3 | $4.43M | Buy |
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|
2013
Q2 | $3.57M | Buy |
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