Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $44.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $553K | Sell |
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|
2018
Q4 | $797K | Sell |
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|
2018
Q3 | $6.96M | Buy |
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|
2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $695K | Sell |
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|
2017
Q2 | $4.53M | Buy |
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|
2017
Q1 | $439K | Sell |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $4.03M | Buy |
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|
2016
Q2 | $1.42M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.26M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.41M | Buy |
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|
2014
Q2 | $711K | Buy |
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