JFG Wealth Management’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
Q3 | $1.76M | Buy |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $4.03M | Buy |
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|
2023
Q4 | $4.02M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $334K | Sell |
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|
2021
Q3 | $383K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $152K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $267K | Buy |
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