Costello Asset 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 | $93.3K | Buy |
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|
2025
Q1 | $92.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.53K | Hold |
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|
2023
Q4 | $4.55K | Hold |
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|
2023
Q3 | $4.5K | Hold |
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|
2023
Q2 | $4.52K | Hold |
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|
2023
Q1 | $4.59K | Hold |
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|
2022
Q4 | $4.54K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Buy |
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