Tempus Wealth Planning’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 | $838K | Buy |
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|
2025
Q1 | $822K | Buy |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $730K | Hold |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $728K | Buy |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $798K | Buy |
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|
2023
Q1 | $808K | Sell |
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|
2022
Q4 | $965K | Sell |
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|
2022
Q3 | $1.23M | Buy |
|