Steward Partners Investment Advisory’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 | $793K | Buy |
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2025
Q1 | $203K | Buy |
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|
2024
Q4 | $187K | Sell |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $9.58K | Sell |
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|
2024
Q1 | $10.7K | Buy |
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|
2023
Q4 | $1.55K | Sell |
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|
2023
Q3 | $4.07K | Sell |
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|
2023
Q2 | $8.27K | Sell |
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|
2023
Q1 | $11.5K | Sell |
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|
2022
Q4 | $24.7K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $5K | Buy |
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|
2021
Q1 | $1.28K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $51K | Sell |
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|
2018
Q2 | $126K | Buy |
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|
2018
Q1 | $58K | Buy |
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|
2017
Q4 | $19K | Sell |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $33K | Buy |
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