Resurgent Financial 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
Q3 | $203K | Sell |
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|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $712K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $2.85M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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