Lederer & Associates Investment Counsel’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 | $315K | Sell |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $627K | Sell |
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|
2022
Q4 | $643K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $727K | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $219K | Hold |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $218K | Buy |
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