Sheets Smith 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 | $3.2M | Sell |
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|
2025
Q2 | $3.39M | Sell |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $3.59M | Sell |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $3.67M | Sell |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $3.76M | Buy |
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|
2023
Q2 | $3.77M | Buy |
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|
2023
Q1 | $2.96M | Buy |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $4.31M | Sell |
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|
2022
Q2 | $5.19M | Sell |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $6.55M | Sell |
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|
2021
Q3 | $6.74M | Buy |
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|
2021
Q2 | $6.55M | Sell |
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|
2021
Q1 | $6.78M | Buy |
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|
2020
Q4 | $6.58M | Buy |
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|
2020
Q3 | $6.53M | Sell |
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|
2020
Q2 | $6.88M | Buy |
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|
2020
Q1 | $6.74M | Buy |
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|
2019
Q4 | $5.82M | Buy |
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|
2019
Q3 | $5.13M | Buy |
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|
2019
Q2 | $4.52M | Buy |
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|
2019
Q1 | $3.18M | Buy |
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|
2018
Q4 | $2.77M | Buy |
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|
2018
Q3 | $1.57M | Buy |
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