David Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
David Wealth Management's SCHO Position: Q2 2025 in Review
David Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 111% in Q2 2025, buying an estimated $222K and bringing the position to 17,418 shares worth $425K. The position accounts for 0.32% of the portfolio, ranked #30.
David Wealth Management first reported a position in SCHO in Q1 2025 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.
- David Wealth Management held 17,418 shares of Schwab Short-Term US Treasury ETF worth $425K as of Q2 2025.
- David Wealth Management bought 9,144 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $222K.
- Schwab Short-Term US Treasury ETF made up 0.32% of David Wealth Management's portfolio in Q2 2025, its #30 holding.
- David Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 2 quarters since.
- 656 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.
Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.