Live Oak Private Wealth’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 | $547K | Sell |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $628K | Buy |
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