Compass Ion 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
2023
Q3
Sell
2023
Q2
$13.6M Sell
2023
Q1
$14.6M Sell
2022
Q4
$33M Buy
2022
Q3
$31.5M Sell
2022
Q2
$32.6M Buy
2020
Q2
Sell
2020
Q1
$5.6M Buy