Integrated Wealth Concepts’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 | $6.16M | Buy |
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|
2025
Q1 | $5.85M | Buy |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $4.51M | Buy |
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|
2024
Q2 | $4.37M | Buy |
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|
2024
Q1 | $4.32M | Sell |
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|
2023
Q4 | $5.01M | Sell |
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|
2023
Q3 | $5.08M | Sell |
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|
2023
Q2 | $5.25M | Buy |
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|
2023
Q1 | $5.26M | Buy |
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|
2022
Q4 | $3.63M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $995K | Buy |
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|
2019
Q2 | $989K | Buy |
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|
2019
Q1 | $975K | Buy |
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|
2018
Q4 | $966K | Sell |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.44M | Buy |
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