Perigon 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 | $699K | Sell |
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|
2025
Q2 | $831K | Buy |
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|
2025
Q1 | $704K | Sell |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $826K | Sell |
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|
2023
Q1 | $993K | Buy |
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|
2022
Q4 | $916K | Buy |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $981K | Buy |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $848K | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $648K | Sell |
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|
2020
Q2 | $805K | Sell |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $595K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $580K | Buy |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Sell |
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|
2017
Q3 | $722K | Buy |
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|
2017
Q2 | $541K | Buy |
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|
2017
Q1 | $469K | Sell |
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|
2016
Q4 | $482K | Buy |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $457K | Sell |
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|
2016
Q1 | $449K | Hold |
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|
2015
Q4 | $492K | Sell |
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|
2015
Q3 | $782K | Buy |
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|
2015
Q2 | $701K | Buy |
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|
2015
Q1 | $423K | Buy |
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|
2014
Q4 | $289K | Sell |
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|
2014
Q3 | $291K | Buy |
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