Congress Wealth 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 | $1.02M | Buy |
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|
2025
Q1 | $930K | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $981K | Buy |
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|
2024
Q2 | $957K | Buy |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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