BP
BWM Planning’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 | $12.2M | Buy |
499,090
+152,101
| +44% | +$3.71M | 4.19% | 6 |
|
|
2025
Q1 | $8.45M | Buy |
346,989
+36,722
| +12% | +$894K | 3.57% | 11 |
|
|
2024
Q4 | $7.47M | Buy |
310,267
+180,169
| +138% | +$4.33M | 3.25% | 13 |
|
|
2024
Q3 | $6.37M | Buy |
+130,098
| New | +$6.37M | 2.83% | 15 |
|