Concord Wealth Partners’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 | – | Sell |
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|
2025
Q1 | $2.92K | Hold |
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|
2024
Q4 | $2.89K | Hold |
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2024
Q3 | $2.94K | Hold |
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|
2024
Q2 | $2.91K | Hold |
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|
2024
Q1 | $2.91K | Sell |
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|
2023
Q4 | $23.3K | Buy |
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|
2023
Q3 | $2.87K | Hold |
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|
2023
Q2 | $2.88K | Hold |
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|
2023
Q1 | $2.93K | Hold |
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|
2022
Q4 | $2.89K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | $2K | Buy |
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