ISWM
Independent Solutions 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 | $4.9M | Buy |
200,953
+14,391
| +8% | +$351K | 0.96% | 30 |
|
|
2025
Q1 | $4.54M | Buy |
186,562
+6,074
| +3% | +$148K | 1.02% | 28 |
|
|
2024
Q4 | $4.34M | Buy |
180,488
+75,781
| +72% | +$1.82M | 0.95% | 28 |
|
|
2024
Q3 | $5.13M | Buy |
104,707
+14,036
| +15% | +$687K | 1.16% | 21 |
|
|
2024
Q2 | $4.36M | Sell |
90,671
-5,264
| -5% | -$253K | 1% | 23 |
|
|
2024
Q1 | $4.63M | Buy |
95,935
+10,460
| +12% | +$504K | 1.1% | 23 |
|
|
2023
Q4 | $4.14M | Buy |
85,475
+3,515
| +4% | +$170K | 1.06% | 22 |
|
|
2023
Q3 | $3.93M | Buy |
81,960
+13,509
| +20% | +$647K | 1.02% | 24 |
|
|
2023
Q2 | $3.29M | Buy |
68,451
+3,567
| +5% | +$171K | 0.83% | 27 |
|
|
2023
Q1 | $3.17M | Buy |
64,884
+8,151
| +14% | +$398K | 0.93% | 25 |
|
|
2022
Q4 | $2.74M | Sell |
56,733
-426
| -0.7% | -$20.6K | 0.83% | 30 |
|
|
2022
Q3 | $2.76M | Buy |
57,159
+968
| +2% | +$46.7K | 0.9% | 26 |
|
|
2022
Q2 | $2.76M | Buy |
56,191
+1,762
| +3% | +$86.7K | 0.86% | 25 |
|
|
2022
Q1 | $2.7M | Buy |
54,429
+4,352
| +9% | +$216K | 0.63% | 37 |
|
|
2021
Q4 | $2.55M | Sell |
50,077
-742
| -1% | -$37.7K | 0.6% | 41 |
|
|
2021
Q3 | $2.6M | Buy |
50,819
+846
| +2% | +$43.3K | 0.64% | 40 |
|
|
2021
Q2 | $2.56M | Buy |
49,973
+4,462
| +10% | +$229K | 0.62% | 43 |
|
|
2021
Q1 | $2.34M | Buy |
45,511
+8,545
| +23% | +$438K | 0.64% | 39 |
|
|
2020
Q4 | $1.9M | Buy |
36,966
+846
| +2% | +$43.5K | 0.59% | 43 |
|
|
2020
Q3 | $1.86M | Sell |
36,120
-6,283
| -15% | -$324K | 0.71% | 38 |
|
|
2020
Q2 | $2.19M | Buy |
42,403
+4,437
| +12% | +$229K | 0.94% | 27 |
|
|
2020
Q1 | $1.96M | Buy |
37,966
+669
| +2% | +$34.6K | 1.09% | 25 |
|
|
2019
Q4 | $1.88M | Buy |
+37,297
| New | +$1.88M | 0.83% | 29 |
|