DWM
Diversify Wealth Management’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 | $11.8M | Buy |
486,704
+25,339
| +5% | +$616K | 0.73% | 25 |
|
|
2025
Q1 | $11.3M | Sell |
461,365
-17,024
| -4% | -$416K | 0.84% | 19 |
|
|
2024
Q4 | $11.5M | Sell |
478,389
-73,606
| -13% | -$1.77M | 0.9% | 18 |
|
|
2024
Q3 | $13.4M | Buy |
551,995
+530,010
| +2,411% | +$12.9M | 1.29% | 15 |
|
|
2024
Q2 | $1.07M | Buy |
+21,985
| New | +$1.07M | 0.13% | 157 |
|