NorthRock Partners’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
$3.55M Buy
2025
Q2
Sell
2025
Q1
$949 Sell
2024
Q4
$43.1K Sell
2024
Q3
$44.2K Sell
2024
Q2
$46.9K Sell
2024
Q1
$55.3K Hold
2023
Q4
$55.6K Buy
2022
Q1
Sell
2021
Q4
$316K Buy
2021
Q1
Sell
2020
Q4
$204K Sell
2020
Q3
$228K Sell
2020
Q2
$335K Sell
2020
Q1
$700K Sell
2019
Q4
$1.69M Sell
2019
Q3
$4.91M Buy