EverSource Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
35,164
+1,315
| +4% | +$32.1K | 0.04% | 312 |
|
|
2025
Q1 | $824K | Sell |
33,849
-17,700
| -34% | -$431K | 0.05% | 282 |
|
|
2024
Q4 | $1.24M | Buy |
51,549
+9,737
| +23% | +$234K | 0.07% | 213 |
|
|
2024
Q3 | $1.02M | Sell |
41,812
-6,890
| -14% | -$169K | 0.06% | 215 |
|
|
2024
Q2 | $1.18M | Buy |
48,702
+13,896
| +40% | +$337K | 0.08% | 194 |
|
|
2024
Q1 | $833K | Buy |
34,806
+152
| +0.4% | +$3.64K | 0.07% | 202 |
|
|
2023
Q4 | $839K | Buy |
34,654
+11,594
| +50% | +$281K | 0.08% | 182 |
|
|
2023
Q3 | $552K | Buy |
23,060
+2,234
| +11% | +$53.5K | 0.06% | 217 |
|
|
2023
Q2 | $500K | Buy |
20,826
+2,764
| +15% | +$66.4K | 0.06% | 229 |
|
|
2023
Q1 | $441K | Buy |
18,062
+5,712
| +46% | +$139K | 0.05% | 234 |
|
|
2022
Q4 | $298K | Buy |
12,350
+7,866
| +175% | +$190K | 0.05% | 285 |
|
|
2022
Q3 | $108K | Buy |
+4,484
| New | +$108K | 0.02% | 410 |
|