EP Wealth Advisors’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
Q4 | $1.57M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $123K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $700K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $855K | Buy |
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|
2016
Q3 | $334K | Buy |
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|
2016
Q2 | $224K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $676K | Buy |
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