Trek Financial’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 | $1.4M | Buy |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $442K | Sell |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $348K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $313K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $486K | Hold |
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|
2021
Q1 | $487K | Sell |
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|
2020
Q4 | $528K | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $3.29M | Sell |
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|
2018
Q4 | $7.24M | Buy |
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