EverSource 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
Q2 | $857K | Buy |
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|
2025
Q1 | $824K | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $833K | Buy |
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|
2023
Q4 | $839K | Buy |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $108K | Buy |
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