Fortis Group Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8K | Hold |
402
| – | – | ﹤0.01% | 331 |
|
|
2025
Q1 | $9.79K | Hold |
402
| – | – | ﹤0.01% | 302 |
|
|
2024
Q4 | $9.67K | Hold |
402
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $9.85K | Hold |
402
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $9.67K | Hold |
402
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $9.69K | Sell |
402
-402
| -50% | -$9.69K | ﹤0.01% | 319 |
|
|
2023
Q4 | $19.5K | Buy |
804
+402
| +100% | +$9.74K | ﹤0.01% | 239 |
|
|
2023
Q3 | $9.63K | Buy |
+402
| New | +$9.63K | ﹤0.01% | 229 |
|
|
2020
Q3 | $10K | Buy |
+402
| New | +$10K | ﹤0.01% | 288 |
|