BWM
BCS Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
25,566
+2,335
| +10% | +$56.9K | 0.13% | 142 |
|
|
2025
Q1 | $565K | Buy |
23,231
+1,106
| +5% | +$26.9K | 0.15% | 134 |
|
|
2024
Q4 | $532K | Buy |
+22,125
| New | +$532K | 0.13% | 139 |
|
|
2024
Q2 | – | Sell |
-10,792
| Closed | -$520K | – | 212 |
|
|
2024
Q1 | $520K | Buy |
10,792
+1,340
| +14% | +$64.6K | 0.17% | 128 |
|
|
2023
Q4 | $458K | Sell |
9,452
-59
| -0.6% | -$2.86K | 0.17% | 126 |
|
|
2023
Q3 | $456K | Buy |
+9,511
| New | +$456K | 0.19% | 115 |
|
|
2023
Q2 | – | Sell |
-7,980
| Closed | -$389K | – | 158 |
|
|
2023
Q1 | $389K | Buy |
7,980
+634
| +9% | +$30.9K | 0.18% | 103 |
|
|
2022
Q4 | $354K | Sell |
7,346
-329
| -4% | -$15.9K | 0.15% | 133 |
|
|
2022
Q3 | $370K | Sell |
7,675
-272
| -3% | -$13.1K | 0.17% | 122 |
|
|
2022
Q2 | $391K | Sell |
7,947
-138
| -2% | -$6.79K | 0.17% | 114 |
|
|
2022
Q1 | $401K | Sell |
8,085
-760
| -9% | -$37.7K | 0.17% | 119 |
|
|
2021
Q4 | $450K | Buy |
8,845
+2,740
| +45% | +$139K | 0.16% | 115 |
|
|
2021
Q3 | $313K | Buy |
6,105
+353
| +6% | +$18.1K | 0.13% | 133 |
|
|
2021
Q2 | $295K | Buy |
5,752
+7
| +0.1% | +$359 | 0.16% | 120 |
|
|
2021
Q1 | $295K | Hold |
5,745
| – | – | 0.14% | 119 |
|
|
2020
Q4 | $295K | Hold |
5,745
| – | – | 0.15% | 109 |
|
|
2020
Q3 | $296K | Sell |
5,745
-35
| -0.6% | -$1.8K | 0.17% | 100 |
|
|
2020
Q2 | $298K | Buy |
5,780
+713
| +14% | +$36.8K | 0.18% | 96 |
|
|
2020
Q1 | $262K | Sell |
5,067
-17,386
| -77% | -$899K | 0.18% | 91 |
|
|
2019
Q4 | $1.13M | Buy |
+22,453
| New | +$1.13M | 0.76% | 29 |
|