Kingsview 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
Q2 | $1M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $948K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $2.36M | Sell |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $3.8M | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $446K | Sell |
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|
2020
Q4 | $614K | Sell |
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|
2020
Q3 | $4.13M | Sell |
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|
2020
Q2 | $4.28M | Buy |
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|
2020
Q1 | $3.88M | Sell |
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|
2019
Q4 | $4.99M | Buy |
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|
2019
Q3 | $3.29M | Buy |
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|
2019
Q2 | $2.31M | Buy |
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|
2019
Q1 | $2.09M | Buy |
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|
2018
Q4 | $1.84M | Buy |
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|
2018
Q3 | $1.53M | Sell |
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|
2018
Q2 | $2.67M | Buy |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $1.19M | Buy |
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