GWWM
Great Waters 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 | $1.28M | Sell |
52,640
-1,586
| -3% | -$38.7K | 0.17% | 35 |
|
|
2025
Q1 | $1.32M | Sell |
54,226
-759
| -1% | -$18.5K | 0.18% | 35 |
|
|
2024
Q4 | $1.32M | Buy |
54,985
+26,262
| +91% | +$632K | 0.17% | 37 |
|
|
2024
Q3 | $1.41M | Sell |
28,723
-483
| -2% | -$23.7K | 0.19% | 34 |
|
|
2024
Q2 | $1.41M | Sell |
29,206
-2,070
| -7% | -$99.6K | 0.21% | 35 |
|
|
2024
Q1 | $1.51M | Sell |
31,276
-617
| -2% | -$29.7K | 0.25% | 31 |
|
|
2023
Q4 | $1.54M | Sell |
31,893
-5,784
| -15% | -$280K | 0.27% | 31 |
|
|
2023
Q3 | $1.8M | Sell |
37,677
-966
| -2% | -$46.1K | 0.36% | 29 |
|
|
2023
Q2 | $1.86M | Sell |
38,643
-2,410
| -6% | -$116K | 0.37% | 28 |
|
|
2023
Q1 | $2M | Sell |
41,053
-2,513
| -6% | -$122K | 0.42% | 26 |
|
|
2022
Q4 | $2.12M | Buy |
+43,566
| New | +$2.12M | 0.46% | 25 |
|