Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $4.32M | Sell |
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|
2024
Q1 | $5.83M | Buy |
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|
2023
Q4 | $5.7M | Buy |
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|
2023
Q3 | $5.21M | Buy |
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|
2023
Q2 | $4.01M | Sell |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $4.62M | Sell |
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|
2022
Q3 | $8.11M | Buy |
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|
2022
Q2 | $6.82M | Sell |
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|
2022
Q1 | $7.33M | Buy |
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|
2021
Q4 | $7.45M | Sell |
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|
2021
Q3 | $11.5M | Buy |
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|
2021
Q2 | $10.4M | Buy |
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|
2021
Q1 | $6.94M | Buy |
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|
2020
Q4 | $6.93M | Buy |
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|
2020
Q3 | $6.56M | Buy |
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|
2020
Q2 | $5.85M | Sell |
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|
2020
Q1 | $7.48M | Buy |
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|
2019
Q4 | $6.47M | Buy |
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|
2019
Q3 | $5.46M | Buy |
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