ERTS 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
Q3
$4.68M Buy
2025
Q2
$3.66M Sell
2025
Q1
$4.74M Buy
2024
Q4
$4.66M Buy
2024
Q3
$4.68M Buy
2024
Q2
$4.39M Sell
2024
Q1
$4.41M Buy
2023
Q4
$274K Sell
2023
Q3
$372K Sell
2023
Q2
$464K Sell
2023
Q1
$1.94M Sell
2022
Q4
$9.81M Sell
2022
Q3
$32.2M Buy
2022
Q2
$8.39M Buy
2022
Q1
$364K Sell
2021
Q4
$26.7M Buy
2021
Q3
$25.4M Buy
2021
Q2
$11.7M Buy
2021
Q1
$6.82M Buy
2020
Q4
$4.94M Sell
2020
Q3
$9.79M Buy
2020
Q2
$8.98M Buy
2020
Q1
$7.98M Buy
2019
Q4
$1.79M Buy