GWP
Gateway Wealth Partners’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 | $891K | Buy |
36,532
+10,087
| +38% | +$246K | 0.17% | 134 |
|
|
2025
Q1 | $644K | Buy |
26,445
+2,584
| +11% | +$62.9K | 0.14% | 152 |
|
|
2024
Q4 | $574K | Buy |
23,861
+942
| +4% | +$22.7K | 0.15% | 148 |
|
|
2024
Q3 | $1.12M | Sell |
22,919
-3,992
| -15% | -$196K | 0.31% | 80 |
|
|
2024
Q2 | $1.3M | Buy |
26,911
+21,924
| +440% | +$1.06M | 0.39% | 68 |
|
|
2024
Q1 | $240K | Buy |
+4,987
| New | +$240K | 0.09% | 203 |
|
|
2023
Q4 | – | Sell |
-4,653
| Closed | -$223K | – | 263 |
|
|
2023
Q3 | $223K | Buy |
+4,653
| New | +$223K | 0.04% | 234 |
|