Glass Jacobson Investment 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 | – | Sell |
-1,604
| Closed | -$38.6K | – | 791 |
|
|
2025
Q1 | $38.6K | Hold |
1,604
| – | – | 0.01% | 413 |
|
|
2024
Q4 | $38.6K | Hold |
1,604
| – | – | 0.01% | 413 |
|
|
2024
Q3 | $39.3K | Hold |
1,604
| – | – | 0.01% | 395 |
|
|
2024
Q2 | $38.6K | Hold |
1,604
| – | – | 0.01% | 381 |
|
|
2024
Q1 | $38.7K | Hold |
1,604
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $38.9K | Hold |
1,604
| – | – | 0.02% | 354 |
|
|
2023
Q3 | $38.4K | Hold |
1,604
| – | – | 0.02% | 347 |
|
|
2023
Q2 | $38.5K | Buy |
+1,604
| New | +$38.5K | 0.02% | 354 |
|
|
2022
Q4 | $38.7K | Buy |
+1,604
| New | +$38.7K | 0.02% | 363 |
|