SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $524K | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $2.86M | Sell |
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|
2020
Q4 | $4.29M | Sell |
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|
2020
Q3 | $9.49M | Sell |
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|
2020
Q2 | $11.4M | Sell |
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|
2020
Q1 | $12.3M | Buy |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $25.7M | Buy |
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|
2018
Q3 | $876K | Sell |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $2.03M | Sell |
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|
2017
Q4 | $2.49M | Sell |
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|
2017
Q3 | $27.2M | Sell |
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|
2017
Q2 | $27.4M | Sell |
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|
2017
Q1 | $28.2M | Buy |
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|
2016
Q4 | $1.08M | Sell |
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|
2016
Q3 | $1.23M | Sell |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $19.1M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $22.4M | Buy |
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