GeoWealth 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
Q1 | – | Sell |
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|
2024
Q4 | $7.36K | Sell |
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|
2024
Q3 | $7.54K | Buy |
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|
2024
Q2 | $47 | Sell |
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|
2024
Q1 | $7.42K | Sell |
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|
2023
Q4 | $24K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $954K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $194K | Sell |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $812K | Buy |
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