Seneca Financial 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 | $1.01M | Sell |
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|
2025
Q2 | $3.13M | Sell |
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|
2025
Q1 | $5.16M | Sell |
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|
2024
Q4 | $5.14M | Buy |
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|
2024
Q3 | $4.99M | Buy |
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|
2024
Q2 | $4.79M | Sell |
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|
2024
Q1 | $6.2M | Sell |
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|
2023
Q4 | $9.29M | Buy |
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|
2023
Q3 | $8.07M | Buy |
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|
2023
Q2 | $6.81M | Buy |
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|
2023
Q1 | $6.73M | Sell |
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|
2022
Q4 | $8.25M | Buy |
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|
2022
Q3 | $4.05M | Buy |
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|
2022
Q2 | $3.59M | Buy |
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|
2022
Q1 | $3.42M | Sell |
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|
2021
Q4 | $4.32M | Buy |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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