Planned Solutions’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 | $798K | Sell |
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|
2025
Q1 | $829K | Buy |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $755K | Buy |
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|
2024
Q1 | $745K | Buy |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $748K | Buy |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $1.89M | Sell |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $7.67M | Buy |
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|
2020
Q3 | $1.93M | Buy |
|