Carson Wealth (CWM LLC)’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 | $1.65M | Sell |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $852K | Sell |
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|
2024
Q3 | $938K | Buy |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $648K | Sell |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $61K | Sell |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $22K | Sell |
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|
2018
Q4 | $89K | Buy |
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|
2018
Q3 | $52K | Buy |
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $127K | Hold |
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|
2017
Q4 | $128K | Buy |
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|
2017
Q3 | $74K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $40K | Buy |
|