J.W. Cole Advisors’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 | $1.03M | Buy |
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|
2025
Q1 | $996K | Buy |
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|
2024
Q4 | $792K | Sell |
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2024
Q3 | $816K | Buy |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $821K | Sell |
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|
2023
Q4 | $955K | Sell |
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|
2023
Q3 | $1,000K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $944K | Sell |
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|
2022
Q3 | $961K | Buy |
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|
2022
Q2 | $921K | Buy |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $438K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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