Weitzel Financial Services’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 | $671K | Sell |
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|
2025
Q2 | $706K | Sell |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $755K | Sell |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $2.72M | Sell |
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|
2021
Q3 | $2.84M | Sell |
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|
2021
Q2 | $48.8M | Buy |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.65M | Buy |
|