Leavell Investment 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
Q3 | $30.2M | Buy |
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|
2025
Q2 | $28.7M | Buy |
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|
2025
Q1 | $27.7M | Buy |
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|
2024
Q4 | $25.9M | Buy |
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|
2024
Q3 | $22.7M | Buy |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $19M | Buy |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $17.6M | Sell |
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|
2023
Q2 | $18.1M | Sell |
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|
2023
Q1 | $18.9M | Buy |
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|
2022
Q4 | $17.6M | Sell |
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|
2022
Q3 | $17.8M | Buy |
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $15.7M | Buy |
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|
2021
Q4 | $15.6M | Buy |
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|
2021
Q3 | $14.6M | Buy |
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|
2021
Q2 | $13.4M | Hold |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $12.1M | Sell |
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|
2020
Q3 | $18.7M | Buy |
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|
2020
Q2 | $18.4M | Buy |
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|
2020
Q1 | $16.7M | Sell |
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|
2019
Q4 | $16.6M | Sell |
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|
2019
Q3 | $16.8M | Sell |
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|
2019
Q2 | $17.3M | Buy |
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|
2019
Q1 | $16.6M | Sell |
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|
2018
Q4 | $16.8M | Sell |
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|
2018
Q3 | $18.6M | Buy |
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|
2018
Q2 | $17.8M | Buy |
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|
2018
Q1 | $16.1M | Sell |
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|
2017
Q4 | $17M | Buy |
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|
2017
Q3 | $16.7M | Sell |
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|
2017
Q2 | $29.4M | Sell |
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|
2017
Q1 | $51.1M | Sell |
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|
2016
Q4 | $52.5M | Buy |
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|
2016
Q3 | $11.6M | Sell |
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|
2016
Q2 | $12M | Sell |
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|
2016
Q1 | $16M | Sell |
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|
2015
Q4 | $50.6M | Buy |
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|
2015
Q3 | $49.3M | Buy |
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|
2015
Q2 | $5.35M | Buy |
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|
2015
Q1 | $450K | Buy |
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