Exencial 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
Q4 | $896K | Buy |
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|
2025
Q3 | $882K | Sell |
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|
2025
Q2 | $894K | Buy |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $818K | Buy |
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|
2024
Q3 | $766K | Buy |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $357K | Buy |
|