Clearstead 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
Q2 | $472K | Sell |
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2025
Q1 | $504K | Sell |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $648K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $685K | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.33M | Buy |
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