Sequoia 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 | $1.07M | Sell |
|
|||||
|
2025
Q2 | $1.22M | Sell |
|
|||||
|
2025
Q1 | $1.42M | Buy |
|
|||||
|
2024
Q4 | $837K | Sell |
|
|||||
|
2024
Q3 | $995K | Sell |
|
|||||
|
2024
Q2 | $1.5M | Buy |
|
|||||
|
2024
Q1 | $1.49M | Sell |
|
|||||
|
2023
Q4 | $1.61M | Buy |
|
|||||
|
2023
Q3 | $1.16M | Sell |
|
|||||
|
2023
Q2 | $1.51M | Buy |
|
|||||
|
2023
Q1 | $1.44M | Sell |
|
|||||
|
2022
Q4 | $1.51M | Sell |
|
|||||
|
2022
Q3 | $1.65M | Sell |
|
|||||
|
2022
Q2 | $1.86M | Sell |
|
|||||
|
2022
Q1 | $1.92M | Buy |
|
|||||
|
2021
Q4 | $1.95M | Buy |
|
|||||
|
2021
Q3 | $1.26M | Sell |
|
|||||
|
2021
Q2 | $1.97M | Buy |
|
|||||
|
2021
Q1 | $1.88M | Buy |
|
|||||
|
2020
Q4 | $1.52M | Buy |
|
|||||
|
2020
Q3 | $1.42M | Buy |
|
|||||
|
2020
Q2 | $1.39M | Buy |
|
|||||
|
2020
Q1 | $1.32M | Sell |
|
|||||
|
2019
Q4 | $1.31M | Buy |
|
|||||
|
2019
Q3 | $1.14M | Sell |
|
|||||
|
2019
Q2 | $1.49M | Sell |
|
|||||
|
2019
Q1 | $1.57M | Sell |
|
|||||
|
2018
Q4 | $2.36M | Buy |
|
|||||
|
2018
Q3 | $1.65M | Sell |
|
|||||
|
2018
Q2 | $2.19M | Buy |
|
|||||
|
2018
Q1 | $1.5M | Buy |
|
|||||
|
2017
Q4 | $1.13M | Sell |
|
|||||
|
2017
Q3 | $1.23M | Buy |
|
|||||
|
2017
Q2 | $1.09M | Buy |
|
|||||
|
2017
Q1 | $563K | Sell |
|
|||||
|
2016
Q4 | $980K | Sell |
|
|||||
|
2016
Q3 | $1.55M | Sell |
|
|||||
|
2016
Q2 | $1.76M | Buy |
|
|||||
|
2016
Q1 | $896K | Sell |
|
|||||
|
2015
Q4 | $897K | Buy |
|
|||||
|
2015
Q3 | $589K | Sell |
|
|||||
|
2015
Q2 | $937K | Buy |
|