Perennial 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 | $201K | Sell |
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2025
Q1 | $218K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $501K | Buy |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $312K | Buy |
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