Sightline 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $515K | Buy |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $626K | Sell |
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|
2022
Q1 | $633K | Hold |
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|
2021
Q4 | $649K | Buy |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $699K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $701K | Buy |
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