Badgley Phelps Wealth Managers’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
12,726
+771
| +6% | +$18.8K | 0.01% | 252 |
|
|
2025
Q1 | $291K | Buy |
11,955
+836
| +8% | +$20.3K | 0.01% | 261 |
|
|
2024
Q4 | $268K | Buy |
11,119
+105
| +1% | +$2.53K | 0.01% | 267 |
|
|
2024
Q3 | $270K | Buy |
11,014
+80
| +0.7% | +$1.96K | 0.01% | 259 |
|
|
2024
Q2 | $263K | Buy |
10,934
+692
| +7% | +$16.7K | 0.01% | 235 |
|
|
2024
Q1 | $247K | Hold |
10,242
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $248K | Buy |
+10,242
| New | +$248K | 0.01% | 228 |
|
|
2022
Q4 | – | Sell |
-19,580
| Closed | -$472K | – | 219 |
|
|
2022
Q3 | $472K | Sell |
19,580
-310
| -2% | -$7.47K | 0.02% | 141 |
|
|
2022
Q2 | $489K | Buy |
+19,890
| New | +$489K | 0.02% | 145 |
|