Valley National Advisers’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 | $16K | Hold |
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|
2025
Q1 | $16K | Sell |
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|
2024
Q4 | $16K | Sell |
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|
2024
Q3 | $33K | Hold |
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|
2024
Q2 | $32K | Sell |
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|
2024
Q1 | $51K | Sell |
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|
2023
Q4 | $71K | Sell |
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|
2023
Q3 | $83K | Sell |
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|
2023
Q2 | $84K | Sell |
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|
2023
Q1 | $95K | Sell |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $671K | Sell |
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|
2022
Q1 | $4.3M | Sell |
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|
2021
Q4 | $5.81M | Sell |
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|
2021
Q3 | $12.4M | Sell |
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|
2021
Q2 | $14.9M | Sell |
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|
2021
Q1 | $19.9M | Sell |
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|
2020
Q4 | $30.3M | Sell |
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|
2020
Q3 | $50.1M | Sell |
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|
2020
Q2 | $56.6M | Buy |
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|
2020
Q1 | $7.08M | Buy |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $370K | Sell |
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|
2019
Q2 | $383K | Sell |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $2K | Sell |
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|
2017
Q4 | $467K | Sell |
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|
2017
Q3 | $548K | Sell |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $597K | Sell |
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|
2016
Q4 | $791K | Buy |
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|
2016
Q3 | $663K | Sell |
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|
2016
Q2 | $748K | Sell |
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|
2016
Q1 | $791K | Sell |
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|
2015
Q4 | $870K | Sell |
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|
2015
Q3 | $896K | Sell |
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|
2015
Q2 | $927K | Sell |
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|
2015
Q1 | $1.19M | Sell |
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|
2014
Q4 | $1.45M | Buy |
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