Roberts Wealth 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 | $236K | Sell |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $669K | Sell |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $2.19M | Hold |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $705K | Sell |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $722K | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $2.72M | Buy |
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|
2021
Q3 | $2.38M | Buy |
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