HBK Sorce Advisory’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 | $599K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $777K | Sell |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $575K | Buy |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $920K | Buy |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $2.49M | Sell |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.29M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $2.67M | Sell |
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|
2020
Q2 | $3.11M | Sell |
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|
2020
Q1 | $3.34M | Buy |
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|
2019
Q4 | $2.53M | Sell |
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|
2019
Q3 | $2.81M | Sell |
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|
2019
Q2 | $2.87M | Sell |
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|
2019
Q1 | $2.88M | Sell |
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|
2018
Q4 | $8.63M | Buy |
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|
2018
Q3 | $1.24M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $217K | Sell |
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|
2016
Q2 | $421K | Sell |
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|
2016
Q1 | $572K | Buy |
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|
2015
Q4 | $452K | Buy |
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