Independent Advisor Alliance’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 | $276K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $891K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $293K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $294K | Buy |
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