ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $824K | Sell |
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|
2021
Q2 | $950K | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.91M | Sell |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $2.29M | Buy |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $2.92M | Buy |
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|
2019
Q3 | $2.89M | Sell |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $2.68M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.48M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $6.46M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $792K | Buy |
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|
2013
Q4 | $293K | Sell |
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|
2013
Q3 | $3.42M | Buy |
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