Toth Financial 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
Q3 | $268K | Sell |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $983K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.99M | Buy |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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