Carson Wealth (CWM LLC)’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 | $2.14M | Buy |
87,944
+59,524
| +209% | +$1.45M | 0.01% | 923 |
|
|
2025
Q1 | $692K | Sell |
28,420
-7,003
| -20% | -$171K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $852K | Sell |
35,423
-2,871
| -7% | -$69.1K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $938K | Buy |
38,294
+10,856
| +40% | +$266K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $660K | Buy |
27,438
+544
| +2% | +$13.1K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $648K | Sell |
26,894
-33,862
| -56% | -$816K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $1.47M | Sell |
60,756
-12,786
| -17% | -$310K | 0.01% | 658 |
|
|
2023
Q3 | $1.76M | Buy |
73,542
+24,686
| +51% | +$591K | 0.01% | 575 |
|
|
2023
Q2 | $1.17M | Sell |
48,856
-18,076
| -27% | -$434K | 0.01% | 657 |
|
|
2023
Q1 | $1.63M | Buy |
66,932
+64,388
| +2,531% | +$1.57M | 0.01% | 518 |
|
|
2022
Q4 | $61K | Sell |
2,544
-3,230
| -56% | -$77.4K | ﹤0.01% | 1624 |
|
|
2022
Q3 | $139K | Buy |
5,774
+1,348
| +30% | +$32.5K | ﹤0.01% | 1195 |
|
|
2022
Q2 | $109K | Buy |
4,426
+3,570
| +417% | +$87.9K | ﹤0.01% | 1281 |
|
|
2022
Q1 | $21K | Hold |
856
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q4 | $22K | Buy |
+856
| New | +$22K | ﹤0.01% | 1946 |
|
|
2021
Q2 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2021
Q1 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2020
Q4 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2020
Q3 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2020
Q2 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2020
Q1 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q4 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q3 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q2 | $22K | Hold |
856
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q1 | $22K | Sell |
856
-2,728
| -76% | -$70.1K | ﹤0.01% | 1754 |
|
|
2018
Q4 | $89K | Buy |
3,584
+1,472
| +70% | +$36.6K | ﹤0.01% | 749 |
|
|
2018
Q3 | $52K | Buy |
2,112
+176
| +9% | +$4.33K | ﹤0.01% | 742 |
|
|
2018
Q2 | $48K | Sell |
1,936
-3,180
| -62% | -$78.8K | ﹤0.01% | 638 |
|
|
2018
Q1 | $127K | Hold |
5,116
| – | – | 0.01% | 416 |
|
|
2017
Q4 | $128K | Buy |
5,116
+2,180
| +74% | +$54.5K | 0.01% | 397 |
|
|
2017
Q3 | $74K | Buy |
+2,936
| New | +$74K | ﹤0.01% | 450 |
|
|
2017
Q2 | – | Sell |
-1,594
| Closed | -$40K | – | 1295 |
|
|
2017
Q1 | $40K | Buy |
+1,594
| New | +$40K | ﹤0.01% | 496 |
|