Selective 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
Q3
Sell
2025
Q2
$461K Hold
2025
Q1
$461K Buy
2022
Q4
Sell
2022
Q3
$197K Sell
2022
Q2
$209K Buy
2022
Q1
$111K Buy
2021
Q2
Sell
2021
Q1
$27K Hold
2020
Q4
$27K Hold
2020
Q3
$27K Hold
2020
Q2
$27K Hold
2020
Q1
$27K Sell
2019
Q4
$100K Sell
2019
Q3
$120K Buy