Badgley Phelps Wealth Managers’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
$314K Buy
2025
Q2
$310K Buy
2025
Q1
$291K Buy
2024
Q4
$268K Buy
2024
Q3
$270K Buy
2024
Q2
$263K Buy
2024
Q1
$247K Hold
2023
Q4
$248K Buy
2022
Q4
Sell
2022
Q3
$472K Sell
2022
Q2
$489K Buy