Clay Northam 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
Q3 | $378K | Hold |
|
|||||
|
2025
Q2 | $378K | Sell |
|
|||||
|
2025
Q1 | $379K | Sell |
|
|||||
|
2024
Q4 | $375K | Sell |
|
|||||
|
2024
Q3 | $382K | Sell |
|
|||||
|
2024
Q2 | $385K | Sell |
|
|||||
|
2024
Q1 | $400K | Hold |
|
|||||
|
2023
Q4 | $402K | Hold |
|
|||||
|
2023
Q3 | $398K | Hold |
|
|||||
|
2023
Q2 | $399K | Buy |
|
|||||
|
2023
Q1 | $356K | Buy |
|