BFWM
Bright Futures 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
Q1 | $1.02M | Buy |
41,910
+559
| +1% | +$13.6K | 1.12% | 30 |
|
|
2024
Q4 | $1M | Buy |
41,351
+5,526
| +15% | +$134K | 0.89% | 39 |
|
|
2024
Q3 | $869K | Buy |
35,825
+17,336
| +94% | +$420K | 0.42% | 75 |
|
|
2024
Q2 | $901K | Buy |
18,489
+46
| +0.2% | +$2.24K | 0.49% | 60 |
|
|
2024
Q1 | $887K | Buy |
+18,443
| New | +$887K | 0.48% | 63 |
|