Patriot Financial Group Insurance Agency’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 | $316K | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $926K | Buy |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $621K | Buy |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $51K | Buy |
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|
2019
Q3 | $50K | Buy |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | $49K | Buy |
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