IMA Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
|
|||||
|
2025
Q1 | – | Hold |
|
|||||
|
2024
Q4 | – | Hold |
|
|||||
|
2024
Q3 | – | Hold |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $68.5K | Sell |
|
|||||
|
2023
Q2 | $287K | Sell |
|
|||||
|
2023
Q1 | $1.05M | Sell |
|
|||||
|
2022
Q4 | $1.06M | Sell |
|
|||||
|
2022
Q3 | $1.07M | Sell |
|
|||||
|
2022
Q2 | $1.12M | Sell |
|
|||||
|
2022
Q1 | $1.13M | Buy |
|
|||||
|
2021
Q4 | $1.08M | Sell |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|
|||||
|
2021
Q2 | $1.09M | Buy |
|
|||||
|
2021
Q1 | $1.04M | Sell |
|
|||||
|
2020
Q4 | $1.08M | Buy |
|
|||||
|
2020
Q3 | $888K | Buy |
|
|||||
|
2020
Q2 | $436K | Sell |
|
|||||
|
2020
Q1 | $546K | Buy |
|
|||||
|
2019
Q4 | $486K | Buy |
|
|||||
|
2019
Q3 | $482K | Sell |
|
|||||
|
2019
Q2 | $511K | Buy |
|
|||||
|
2019
Q1 | $482K | Buy |
|
|||||
|
2018
Q4 | $336K | Buy |
|
|||||
|
2018
Q3 | $327K | Buy |
|
|||||
|
2018
Q2 | $303K | Sell |
|
|||||
|
2018
Q1 | $305K | Buy |
|
|||||
|
2017
Q4 | $298K | Sell |
|
|||||
|
2017
Q3 | $378K | Buy |
|
|||||
|
2017
Q2 | $331K | Buy |
|
|||||
|
2017
Q1 | $270K | Buy |
|
|||||
|
2016
Q4 | $200K | Buy |
|