Dopkins 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
Q3 | $381K | Sell |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $811K | Buy |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $915K | Sell |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $2.47M | Sell |
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|
2022
Q2 | $2.56M | Buy |
|