WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $657K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $650K | Sell |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $799K | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $3.53M | Sell |
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|
2019
Q4 | $4.26M | Sell |
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|
2019
Q3 | $4.48M | Sell |
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|
2019
Q2 | $6.01M | Sell |
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|
2019
Q1 | $6.76M | Sell |
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|
2018
Q4 | $7.61M | Sell |
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|
2018
Q3 | $8.2M | Buy |
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|
2018
Q2 | $7.5M | Buy |
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|
2018
Q1 | $3.17M | Buy |
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|
2017
Q4 | $974K | Buy |
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|
2017
Q3 | $946K | Buy |
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|
2017
Q2 | $887K | Sell |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $250K | Buy |
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