Meritage Portfolio 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 | $4.54M | Sell |
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|
2025
Q2 | $4.66M | Sell |
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|
2025
Q1 | $4.66M | Sell |
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|
2024
Q4 | $4.91M | Buy |
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|
2024
Q3 | $4.75M | Sell |
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|
2024
Q2 | $4.78M | Sell |
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|
2024
Q1 | $4.92M | Sell |
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|
2023
Q4 | $5.21M | Sell |
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|
2023
Q3 | $5.45M | Buy |
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|
2023
Q2 | $5.39M | Sell |
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|
2023
Q1 | $5.87M | Sell |
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|
2022
Q4 | $6.31M | Buy |
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|
2022
Q3 | $5.48M | Buy |
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|
2022
Q2 | $4.86M | Buy |
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|
2022
Q1 | $4.8M | Sell |
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|
2021
Q4 | $7.86M | Buy |
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|
2021
Q3 | $7.41M | Buy |
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|
2021
Q2 | $6.09M | Buy |
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|
2021
Q1 | $2.67M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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