Heartwood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $20.2M | Buy |
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|
2022
Q4 | $19.5M | Sell |
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|
2022
Q3 | $21M | Buy |
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|
2022
Q2 | $21.3M | Buy |
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|
2022
Q1 | $21.2M | Buy |
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|
2021
Q4 | $17M | Sell |
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|
2021
Q3 | $17.2M | Buy |
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|
2021
Q2 | $16.8M | Buy |
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|
2021
Q1 | $16.6M | Buy |
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|
2020
Q4 | $15M | Buy |
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|
2020
Q3 | $14.6M | Sell |
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|
2020
Q2 | $14.6M | Buy |
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|
2020
Q1 | $13.9M | Buy |
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|
2019
Q4 | $7.92M | Buy |
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