Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $2.06M | Sell |
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|
2020
Q3 | $16.9M | Sell |
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|
2020
Q2 | $17.2M | Sell |
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|
2020
Q1 | $15.7M | Buy |
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|
2019
Q4 | $13.1M | Sell |
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|
2019
Q3 | $13.7M | Buy |
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|
2019
Q2 | $11.1M | Buy |
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|
2019
Q1 | $2.64M | Sell |
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|
2018
Q4 | $10.4M | Buy |
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|
2018
Q3 | $865K | Buy |
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|
2018
Q2 | $867K | Buy |
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|
2018
Q1 | $781K | Buy |
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