SeaCrest Wealth 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 | $520K | Sell |
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2025
Q1 | $539K | Sell |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $711K | Sell |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $722K | Sell |
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|
2023
Q4 | $789K | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $924K | Sell |
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|
2022
Q1 | $979K | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.8M | Sell |
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|
2018
Q3 | $1.93M | Sell |
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|
2018
Q2 | $2.28M | Sell |
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|
2018
Q1 | $2.47M | Buy |
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|
2017
Q4 | $1.37M | Buy |
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