L.J. Altfest & Co’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 | $688K | Buy |
|
|||||
|
2025
Q1 | $659K | Buy |
|
|||||
|
2024
Q4 | $399K | Buy |
|
|||||
|
2024
Q3 | $395K | Sell |
|
|||||
|
2024
Q2 | $644K | Buy |
|
|||||
|
2024
Q1 | $615K | Buy |
|
|||||
|
2023
Q4 | $605K | Buy |
|
|||||
|
2023
Q3 | $576K | Buy |
|
|||||
|
2023
Q2 | $371K | Buy |
|
|||||
|
2023
Q1 | $347K | Sell |
|
|||||
|
2022
Q4 | $346K | Sell |
|
|||||
|
2022
Q3 | $519K | Buy |
|
|||||
|
2022
Q2 | $528K | Buy |
|
|||||
|
2022
Q1 | $352K | Sell |
|
|||||
|
2021
Q4 | $365K | Sell |
|
|||||
|
2021
Q3 | $371K | Buy |
|
|||||
|
2021
Q2 | $306K | Sell |
|
|||||
|
2021
Q1 | $313K | Sell |
|
|||||
|
2020
Q4 | $321K | Sell |
|
|||||
|
2020
Q3 | $415K | Sell |
|
|||||
|
2020
Q2 | $428K | Sell |
|
|||||
|
2020
Q1 | $696K | Sell |
|
|||||
|
2019
Q4 | $4.78M | Sell |
|
|||||
|
2019
Q3 | $5.09M | Sell |
|
|||||
|
2019
Q2 | $8.64M | Sell |
|
|||||
|
2019
Q1 | $20.6M | Buy |
|
|||||
|
2018
Q4 | $12.9M | Buy |
|
|||||
|
2018
Q3 | $12.5M | Buy |
|