Howard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $540K | Sell |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $777K | Sell |
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|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | $538K | Sell |
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|
2020
Q4 | $712K | Buy |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $946K | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $2.59M | Sell |
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|
2019
Q3 | $2.8M | Sell |
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|
2019
Q2 | $4.4M | Sell |
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|
2019
Q1 | $5.73M | Sell |
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|
2018
Q4 | $7.77M | Buy |
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