WealthShield Partners’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 | $11.3K | Hold |
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|
2025
Q2 | $11.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $97.7K | Sell |
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|
2023
Q3 | $188K | Hold |
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|
2023
Q2 | $188K | Buy |
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|
2023
Q1 | $180K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $736K | Sell |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $785K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Buy |
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