Summit Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $467K | Sell |
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|
2023
Q3 | $632K | Sell |
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|
2023
Q2 | $684K | Sell |
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|
2023
Q1 | $709K | Hold |
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|
2022
Q4 | $701K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.44M | Hold |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $744K | Buy |
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|
2020
Q2 | $642K | Hold |
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|
2020
Q1 | $643K | Sell |
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|
2019
Q4 | $880K | Sell |
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|
2019
Q3 | $885K | Sell |
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|
2019
Q2 | $887K | Buy |
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|
2019
Q1 | $878K | Sell |
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|
2018
Q4 | $920K | Sell |
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|
2018
Q3 | $1.01M | Hold |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.97M | Buy |
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|
2017
Q4 | $1.97M | Sell |
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|
2017
Q3 | $1.98M | Buy |
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|
2017
Q2 | $1.96M | Sell |
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|
2017
Q1 | $2.37M | Sell |
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|
2016
Q4 | $3.37M | Buy |
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|
2016
Q3 | $1.75M | Buy |
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|
2016
Q2 | $1.22M | Hold |
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|
2016
Q1 | $1.21M | Hold |
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|
2015
Q4 | $1.21M | Buy |
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|
2015
Q3 | $702K | Hold |
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|
2015
Q2 | $701K | Buy |
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|
2015
Q1 | $602K | Hold |
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|
2014
Q4 | $600K | Sell |
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|
2014
Q3 | $606K | Buy |
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|
2014
Q2 | $601K | Sell |
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|
2014
Q1 | $606K | Buy |
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|
2013
Q4 | $600K | Hold |
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|
2013
Q3 | $600K | Hold |
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|
2013
Q2 | $599K | Buy |
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