Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $360K | Sell |
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2022
Q2 | $450K | Sell |
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|
2022
Q1 | $479K | Sell |
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|
2021
Q4 | $2.63M | Sell |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.57M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $2.53M | Buy |
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|
2020
Q2 | $2.31M | Buy |
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|
2020
Q1 | $2.15M | Buy |
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|
2019
Q4 | $262K | Buy |
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