Creative Planning’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 | $10.6M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $10.8M | Sell |
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|
2024
Q3 | $12M | Sell |
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|
2024
Q2 | $12M | Sell |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $13.9M | Sell |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $18.7M | Buy |
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|
2022
Q4 | $14.6M | Sell |
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|
2022
Q3 | $15.6M | Sell |
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|
2022
Q2 | $16.3M | Buy |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $744K | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.82M | Sell |
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|
2019
Q3 | $2.02M | Sell |
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|
2019
Q2 | $2.38M | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $151K | Sell |
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|
2017
Q1 | $166K | Sell |
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|
2016
Q4 | $166K | Hold |
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|
2016
Q3 | $167K | Buy |
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|
2016
Q2 | $51K | Hold |
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|
2016
Q1 | $51K | Buy |
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|
2015
Q4 | $8K | Buy |
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|
2015
Q3 | $1K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $15K | Buy |
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