HB 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 | $5.74M | Buy |
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|
2025
Q2 | $5.33M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $919K | Buy |
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