Nisa Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-737,900
| Closed | -$18M | – | 3089 |
|
|
2025
Q1 | $18M | Buy |
737,900
+620,400
| +528% | +$15.1M | 0.09% | 188 |
|
|
2024
Q4 | $2.83M | Sell |
117,500
-172,500
| -59% | -$4.15M | 0.01% | 583 |
|
|
2024
Q3 | $14.2M | Buy |
+290,000
| New | +$14.2M | 0.08% | 223 |
|