Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $658K | Buy |
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|
2025
Q4 | $631K | Buy |
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|
2025
Q3 | $481K | Sell |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $223K | Buy |
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