Soltis Investment 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
Q3 | $239K | Sell |
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|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $610K | Sell |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $8.6M | Sell |
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|
2023
Q3 | $8.87M | Sell |
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|
2023
Q2 | $9.15M | Buy |
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|
2023
Q1 | $9.13M | Buy |
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|
2022
Q4 | $8.82M | Buy |
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|
2022
Q3 | $8.35M | Sell |
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|
2022
Q2 | $8.77M | Buy |
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