Valmark 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
Q3 | $1.57M | Sell |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $886K | Sell |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $773K | Buy |
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