CLA (CliftonLarsonAllen) Wealth 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
Q3 | $3.94M | Buy |
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|
2025
Q2 | $3.94M | Sell |
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|
2025
Q1 | $4.08M | Sell |
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|
2024
Q4 | $4.07M | Buy |
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|
2024
Q3 | $4.03M | Buy |
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|
2024
Q2 | $3.96M | Buy |
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|
2024
Q1 | $3.94M | Buy |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.91M | Buy |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $4.39M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $4.99M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $629K | Sell |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.88M | Buy |
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