Leading Edge Financial Planning’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 | $526K | Sell |
|
|||||
|
2025
Q1 | $526K | Hold |
|
|||||
|
2024
Q4 | $520K | Sell |
|
|||||
|
2024
Q3 | $581K | Sell |
|
|||||
|
2024
Q2 | $576K | Sell |
|
|||||
|
2024
Q1 | $954K | Sell |
|
|||||
|
2023
Q4 | $1.93M | Sell |
|
|||||
|
2023
Q3 | $2.63M | Sell |
|
|||||
|
2023
Q2 | $2.77M | Sell |
|
|||||
|
2023
Q1 | $3.03M | Sell |
|
|||||
|
2022
Q4 | $3.05M | Buy |
|