Equitable Holdings’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
+28,186
| New | +$687K | 0.01% | 913 |
|
|
2021
Q1 | – | Sell |
-9,922
| Closed | -$255K | – | 764 |
|
|
2020
Q4 | $255K | Sell |
9,922
-8,000
| -45% | -$206K | 0.01% | 598 |
|
|
2020
Q3 | $461K | Hold |
17,922
| – | – | 0.01% | 441 |
|
|
2020
Q2 | $463K | Hold |
17,922
| – | – | 0.01% | 426 |
|
|
2020
Q1 | $464K | Sell |
17,922
-916
| -5% | -$23.7K | 0.02% | 379 |
|
|
2019
Q4 | $475K | Buy |
+18,838
| New | +$475K | 0.01% | 412 |
|