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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $808K | Sell |
33,288
-1,173
| -3% | -$28.6K | ﹤0.01% | 1679 |
|
|
2025
Q4 | $840K | Sell |
34,461
-33,337
| -49% | -$813K | ﹤0.01% | 1604 |
|
|
2025
Q3 | $1.65M | Sell |
67,798
-20,146
| -23% | -$490K | 0.01% | 1172 |
|
|
2025
Q2 | $2.14M | Buy |
87,944
+59,524
| +209% | +$1.45M | 0.01% | 923 |
|
|
2025
Q1 | $692K | Sell |
28,420
-7,003
| -20% | -$170K | ﹤0.01% | 1327 |
|
|
2024
Q4 | $852K | Sell |
35,423
-2,871
| -7% | -$69.5K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $938K | Buy |
38,294
+10,856
| +40% | +$264K | ﹤0.01% | 1078 |
|
|
2024
Q2 | $660K | Buy |
27,438
+544
| +2% | +$13K | ﹤0.01% | 1088 |
|
|
2024
Q1 | $648K | Sell |
26,894
-33,862
| -56% | -$818K | ﹤0.01% | 1031 |
|
|
2023
Q4 | $1.47M | Sell |
60,756
-12,786
| -17% | -$307K | 0.01% | 659 |
|
|
2023
Q3 | $1.76M | Buy |
73,542
+24,686
| +51% | +$592K | 0.01% | 576 |
|
|
2023
Q2 | $1.17M | Sell |
48,856
-18,076
| -27% | -$438K | 0.01% | 658 |
|
|
2023
Q1 | $1.63M | Buy |
66,932
+64,388
| +2,531% | +$1.56M | 0.01% | 519 |
|
|
2022
Q4 | $61K | Sell |
2,544
-3,230
| -56% | -$77.9K | ﹤0.01% | 1626 |
|
|
2022
Q3 | $139K | Buy |
5,774
+1,348
| +30% | +$33K | ﹤0.01% | 1197 |
|
|
2022
Q2 | $109K | Buy |
4,426
+3,570
| +417% | +$88K | ﹤0.01% | 1283 |
|
|
2022
Q1 | $21K | Hold |
856
| – | – | ﹤0.01% | 2067 |
|
|
2021
Q4 | $22K | Buy |
+856
| New | +$21.8K | ﹤0.01% | 1948 |
|
|
2021
Q2 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2021
Q1 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q4 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q3 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q2 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q1 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q4 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q3 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q2 | $22K | Hold |
856
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q1 | $22K | Sell |
856
-2,728
| -76% | -$68.1K | ﹤0.01% | 1758 |
|
|
2018
Q4 | $89K | Buy |
3,584
+1,472
| +70% | +$36.5K | ﹤0.01% | 751 |
|
|
2018
Q3 | $52K | Buy |
2,112
+176
| +9% | +$4.37K | ﹤0.01% | 744 |
|
|
2018
Q2 | $48K | Sell |
1,936
-3,180
| -62% | -$79K | ﹤0.01% | 641 |
|
|
2018
Q1 | $127K | Hold |
5,116
| – | – | 0.01% | 417 |
|
|
2017
Q4 | $128K | Buy |
5,116
+2,180
| +74% | +$54.7K | 0.01% | 398 |
|
|
2017
Q3 | $74K | Buy |
+2,936
| New | +$74.1K | ﹤0.01% | 451 |
|
|
2017
Q2 | – | Sell |
-1,594
| Closed | -$40K | – | 1296 |
|
|
2017
Q1 | $40K | Buy |
+1,594
| New | +$40.2K | ﹤0.01% | 497 |
|
Other funds holding SCHO
MFT
Carson Wealth (CWM LLC)'s SCHO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.4% in Q1 2026, selling an estimated $28.6K and leaving 33,288 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.
Carson Wealth (CWM LLC) first reported a position in SCHO in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.14M in Q2 2025. 695 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.
- Carson Wealth (CWM LLC) held 33,288 shares of Schwab Short-Term US Treasury ETF worth $808K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,173 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $28.6K.
- Schwab Short-Term US Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1679 holding.
- Carson Wealth (CWM LLC) first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Schwab Short-Term US Treasury ETF position peaked at $2.14M in Q2 2025.
- 695 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.