OneDigital Investment Advisors’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
Q2 | $783K | Buy |
|
|||||
|
2025
Q1 | $417K | Sell |
|
|||||
|
2024
Q4 | $592K | Sell |
|
|||||
|
2024
Q3 | $914K | Sell |
|
|||||
|
2024
Q2 | $1.14M | Buy |
|
|||||
|
2024
Q1 | $1.07M | Sell |
|
|||||
|
2023
Q4 | $1.27M | Sell |
|
|||||
|
2023
Q3 | $1.8M | Sell |
|
|||||
|
2023
Q2 | $2.02M | Sell |
|
|||||
|
2023
Q1 | $2.22M | Sell |
|
|||||
|
2022
Q4 | $5.57M | Buy |
|
|||||
|
2022
Q3 | $1.08M | Sell |
|
|||||
|
2022
Q2 | $1.12M | Sell |
|
|||||
|
2022
Q1 | $1.34M | Sell |
|
|||||
|
2021
Q4 | $1.52M | Sell |
|
|||||
|
2021
Q3 | $1.69M | Buy |
|
|||||
|
2021
Q2 | $1.5M | Sell |
|
|||||
|
2021
Q1 | $1.54M | Buy |
|
|||||
|
2020
Q4 | $1.47M | Sell |
|
|||||
|
2020
Q3 | $1.59M | Buy |
|
|||||
|
2020
Q2 | $801K | Buy |
|
|||||
|
2020
Q1 | $752K | Buy |
|
|||||
|
2019
Q4 | $412K | Buy |
|
|||||
|
2019
Q3 | $344K | Buy |
|
|||||
|
2019
Q2 | $134K | Buy |
|
|||||
|
2019
Q1 | $50K | Buy |
|
|||||
|
2018
Q4 | $36K | Buy |
|
|||||
|
2018
Q3 | $17K | Buy |
|
|||||
|
2018
Q2 | $13K | Buy |
|
|||||
|
2018
Q1 | $6K | Buy |
|
|||||
|
2017
Q4 | $3K | Hold |
|
|||||
|
2017
Q3 | $3K | Sell |
|
|||||
|
2017
Q2 | $152K | Buy |
|