Seven Post Investment Office’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 | – | Sell |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $605K | Buy |
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|
2024
Q3 | $614K | Buy |
|
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $765K | Sell |
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|
2023
Q1 | $2.89M | Sell |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $578K | Buy |
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