Coldstream Capital 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
Q2 | $1.05M | Sell |
|
|||||
|
2025
Q1 | $1.7M | Hold |
|
|||||
|
2024
Q4 | $1.68M | Buy |
|
|||||
|
2024
Q3 | $236K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $259K | Sell |
|
|||||
|
2023
Q2 | $413K | Sell |
|
|||||
|
2023
Q1 | $456K | Sell |
|
|||||
|
2022
Q4 | $457K | Buy |
|
|||||
|
2022
Q2 | $670K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $272K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $208K | Sell |
|
|||||
|
2020
Q4 | $271K | Buy |
|
|||||
|
2020
Q3 | $272K | Sell |
|
|||||
|
2020
Q2 | $274K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $219K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $740K | Buy |
|