PBMares Wealth Management’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 | $274K | Hold |
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|
2025
Q2 | $274K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $403K | Buy |
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