Cary Street Partners 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
2023
Q4
Sell
2023
Q3
$25.3K Sell
2023
Q2
$1.34M Buy
2023
Q1
$1.35M Sell
2022
Q4
$21.5M Buy
2022
Q3
$21.2M Sell
2022
Q2
$22.1M Buy
2022
Q1
$321K Buy