LVW Advisors’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 | $44.7M | Sell |
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|
2025
Q1 | $46.7M | Buy |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q3 | $25.9M | Buy |
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|
2024
Q2 | $24.2M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $15.9M | Buy |
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|
2023
Q3 | $15.1M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $14.5M | Sell |
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|
2022
Q4 | $16.8M | Buy |
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|
2022
Q3 | $9.65M | Buy |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $4.02M | Sell |
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|
2021
Q4 | $5.86M | Sell |
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|
2021
Q3 | $6.04M | Sell |
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|
2021
Q2 | $6.07M | Sell |
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|
2021
Q1 | $6.16M | Buy |
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|
2020
Q4 | $6.12M | Buy |
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|
2020
Q3 | $5.38M | Buy |
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|
2020
Q2 | $4.37M | Buy |
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|
2020
Q1 | $3.23M | Sell |
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|
2019
Q4 | $3.39M | Sell |
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|
2019
Q3 | $3.51M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $503K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $729K | Sell |
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|
2017
Q1 | $13.9M | Sell |
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|
2016
Q4 | $15.9M | Sell |
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|
2016
Q3 | $16.6M | Buy |
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|
2016
Q2 | $9.22M | Buy |
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|
2016
Q1 | $8.3M | Buy |
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|
2015
Q4 | $6.15M | Buy |
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|
2015
Q3 | $1.8M | Buy |
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|
2015
Q2 | $323K | Buy |
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|
2015
Q1 | $320K | Sell |
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|
2014
Q4 | $320K | Buy |
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