Tortoise Investment 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 | $2.9M | Sell |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $3.7M | Sell |
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|
2024
Q3 | $4.83M | Buy |
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|
2024
Q2 | $4.65M | Buy |
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|
2024
Q1 | $4.61M | Buy |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $4.38M | Buy |
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|
2023
Q2 | $3.06M | Buy |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $6.21M | Buy |
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|
2022
Q1 | $4.1M | Buy |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $478K | Buy |
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|
2021
Q1 | $463K | Sell |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $615K | Sell |
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|
2020
Q2 | $800K | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $668K | Buy |
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|
2018
Q3 | $614K | Buy |
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|
2018
Q2 | $432K | Buy |
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|
2018
Q1 | $353K | Sell |
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|
2017
Q4 | $394K | Sell |
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|
2017
Q3 | $519K | Buy |
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|
2017
Q2 | $346K | Buy |
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