Kestra Private Wealth Services’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 | $4.21M | Sell |
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|
2025
Q1 | $4.29M | Buy |
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|
2024
Q4 | $3.75M | Buy |
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|
2024
Q3 | $3.73M | Buy |
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|
2024
Q2 | $3.49M | Buy |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $2.66M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $364K | Buy |
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