Clearview 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
$1.45M Buy
2025
Q2
$1.38M Buy
2025
Q1
$1.37M Sell
2024
Q4
$1.36M Buy
2024
Q3
$1.26M Buy
2024
Q2
$1.08M Buy
2022
Q2
Sell
2022
Q1
$7K Sell
2021
Q4
$17K Sell
2021
Q3
$48K Sell
2021
Q2
$120K Sell
2021
Q1
$155K Sell
2020
Q4
$328K Buy