JFS Wealth 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 | $3.51K | Hold |
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|
2025
Q1 | $3.5K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $573K | Sell |
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|
2020
Q1 | $1M | Buy |
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|
2019
Q4 | $15K | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $903K | Sell |
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|
2019
Q1 | $926K | Sell |
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|
2018
Q4 | $2.55M | Buy |
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|
2018
Q3 | $787K | Buy |
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|
2018
Q2 | $572K | Buy |
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|
2018
Q1 | $449K | Buy |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $119K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $10K | Buy |
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