Sovereign Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $3.1M | Buy |
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|
2021
Q2 | $948K | Hold |
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|
2021
Q1 | $948K | Buy |
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|
2020
Q4 | $866K | Buy |
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