Cedar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $3.86M | Sell |
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|
2023
Q1 | $5.1M | Sell |
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|
2022
Q4 | $6.57M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $167K | Buy |
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|
2021
Q2 | $155K | Buy |
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|
2021
Q1 | $68K | Buy |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $49K | Sell |
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|
2020
Q1 | $49K | Buy |
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|
2019
Q4 | $35K | Sell |
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|
2019
Q3 | $143K | Buy |
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|
2019
Q2 | $51K | Buy |
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|
2019
Q1 | $42K | Buy |
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