Gradient Capital Advisors’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 | $284K | Buy |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $272K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $445K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $260K | Sell |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $2.75M | Sell |
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|
2020
Q2 | $3.19M | Sell |
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|
2020
Q1 | $3.31M | Sell |
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|
2019
Q4 | $4.72M | Buy |
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|
2019
Q3 | $4.54M | Buy |
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|
2019
Q2 | $3.46M | Buy |
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|
2019
Q1 | $2.36M | Buy |
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|
2018
Q4 | $1.78M | Sell |
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|
2018
Q3 | $2.06M | Sell |
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|
2018
Q2 | $2.26M | Buy |
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|
2018
Q1 | $1.49M | Buy |
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