Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $96K | Sell |
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|
2022
Q2 | $122K | Hold |
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|
2022
Q1 | $123K | Buy |
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|
2021
Q4 | $101K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $107K | Sell |
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|
2020
Q4 | $110K | Hold |
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|
2020
Q3 | $110K | Sell |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $535K | Buy |
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|
2019
Q3 | $524K | Buy |
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|
2019
Q2 | $508K | Buy |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $272K | Hold |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $347K | Sell |
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|
2017
Q3 | $516K | Sell |
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|
2017
Q2 | $563K | Sell |
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|
2017
Q1 | $640K | Sell |
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|
2016
Q4 | $894K | Sell |
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|
2016
Q3 | $920K | Sell |
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|
2016
Q2 | $943K | Sell |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q4 | $815K | Buy |
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|
2015
Q3 | $404K | Buy |
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|
2015
Q1 | $568K | Sell |
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|
2014
Q4 | $790K | Buy |
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|
2014
Q3 | $347K | Buy |
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|
2014
Q2 | $337K | Sell |
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|
2014
Q1 | $886K | Sell |
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|
2013
Q4 | $1.02M | Sell |
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|
2013
Q3 | $1.35M | Buy |
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