TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $778K | Buy |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $759K | Sell |
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|
2023
Q3 | $804K | Buy |
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|
2023
Q2 | $776K | Sell |
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|
2023
Q1 | $789K | Buy |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $2.66M | Buy |
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|
2020
Q2 | $2.37M | Buy |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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