Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $3.21M | Sell |
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|
2022
Q2 | $4.55M | Sell |
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|
2022
Q1 | $9.2M | Sell |
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|
2021
Q4 | $9.48M | Buy |
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|
2021
Q3 | $8.57M | Sell |
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|
2021
Q2 | $9.3M | Buy |
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|
2021
Q1 | $8.08M | Buy |
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|
2020
Q4 | $5.83M | Buy |
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|
2020
Q3 | $3.34M | Buy |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $2.47M | Buy |
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|
2019
Q4 | $960K | Buy |
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