Walkner Condon Financial Advisors’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 | $1.81M | Sell |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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