Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.83K | Sell |
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|
2025
Q2 | $892K | Sell |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $720K | Buy |
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|
2024
Q2 | $2.07K | Hold |
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|
2024
Q1 | $2.07K | Sell |
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|
2023
Q4 | $5.09K | Buy |
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|
2023
Q3 | $2.06K | Hold |
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|
2023
Q2 | $2.07K | Sell |
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|
2023
Q1 | $42.2K | Buy |
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|
2022
Q4 | $2.07K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $878K | Buy |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $497K | Sell |
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|
2018
Q4 | $536K | Buy |
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|
2018
Q3 | $4K | Sell |
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|
2018
Q2 | $22K | Buy |
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