D.B. Root & Company’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
Q3 | $993K | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.98M | Sell |
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|
2023
Q3 | $4.2M | Sell |
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|
2023
Q2 | $4.94M | Sell |
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|
2023
Q1 | $5.93M | Buy |
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|
2022
Q4 | $5.59M | Buy |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $4.12M | Buy |
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|
2022
Q1 | $3.98M | Sell |
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|
2021
Q4 | $4.37M | Sell |
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|
2021
Q3 | $6.01M | Sell |
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|
2021
Q2 | $7.03M | Sell |
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|
2021
Q1 | $7.53M | Sell |
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|
2020
Q4 | $10.3M | Sell |
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|
2020
Q3 | $14.1M | Sell |
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|
2020
Q2 | $14.4M | Buy |
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|
2020
Q1 | $13M | Sell |
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|
2019
Q4 | $13.1M | Sell |
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|
2019
Q3 | $14.4M | Sell |
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|
2019
Q2 | $15.3M | Buy |
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|
2019
Q1 | $11.4M | Buy |
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|
2018
Q4 | $578K | Buy |
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|
2018
Q3 | $507K | Buy |
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|
2018
Q2 | $468K | Buy |
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|
2018
Q1 | $339K | Buy |
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