MBE Wealth 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 | $1.79M | Sell |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $396K | Hold |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $434K | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $993K | Sell |
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|
2021
Q1 | $3.07M | Buy |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $2.19M | Hold |
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|
2020
Q2 | $2.19M | Buy |
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|
2020
Q1 | $1.97M | Buy |
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|
2019
Q4 | $1.86M | Buy |
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