Rockbridge Investment 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
Q2 | $277K | Hold |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $589K | Hold |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $546K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $944K | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.61M | Buy |
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