Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $250K | Sell |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $964K | Buy |
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|
2019
Q2 | $942K | Buy |
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|
2019
Q1 | $760K | Sell |
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|
2018
Q4 | $872K | Sell |
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|
2018
Q3 | $998K | Buy |
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|
2018
Q2 | $634K | Sell |
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|
2018
Q1 | $652K | Sell |
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|
2017
Q4 | $753K | Buy |
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|
2017
Q3 | $583K | Buy |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $366K | Buy |
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|
2016
Q4 | $214K | Buy |
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