Weatherly Asset Management’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 | $207K | Hold |
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|
2025
Q2 | $207K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $205K | Hold |
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|
2024
Q3 | $208K | Hold |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $464K | Hold |
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|
2022
Q4 | $459K | Hold |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $468K | Hold |
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|
2022
Q1 | $471K | Hold |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $487K | Hold |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $488K | Hold |
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|
2020
Q4 | $489K | Hold |
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|
2020
Q3 | $490K | Hold |
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|
2020
Q2 | $491K | Hold |
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|
2020
Q1 | $492K | Hold |
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|
2019
Q4 | $480K | Buy |
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|
2019
Q3 | $481K | Hold |
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|
2019
Q2 | $481K | Hold |
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|
2019
Q1 | $477K | Hold |
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|
2018
Q4 | $474K | Hold |
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|
2018
Q3 | $471K | Hold |
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|
2018
Q2 | $473K | Hold |
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|
2018
Q1 | $474K | Hold |
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|
2017
Q4 | $476K | Buy |
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