Evermay 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
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $36.7M | Buy |
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|
2023
Q4 | $30M | Buy |
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|
2023
Q3 | $15.8M | Buy |
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|
2023
Q2 | $48.1K | Hold |
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|
2023
Q1 | $48.8K | Hold |
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|
2022
Q4 | $48.2K | Buy |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $42K | Sell |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $67K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $283K | Hold |
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|
2019
Q1 | $280K | Hold |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $373K | Hold |
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|
2018
Q2 | $375K | Hold |
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|
2018
Q1 | $375K | Sell |
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|
2017
Q4 | $520K | Sell |
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|
2017
Q3 | $761K | Sell |
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|
2017
Q2 | $5.48M | Sell |
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|
2017
Q1 | $7.9M | Sell |
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|
2016
Q4 | $8.25M | Sell |
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|
2016
Q3 | $8.71M | Buy |
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|
2016
Q2 | $8.26M | Buy |
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|
2016
Q1 | $7.46M | Buy |
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|
2015
Q4 | $7.2M | Buy |
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|
2015
Q3 | $5.84M | Buy |
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|
2015
Q2 | $3.86M | Buy |
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|
2015
Q1 | $3.17M | Buy |
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