Independent Solutions Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.9M | Buy |
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2025
Q1 | $4.54M | Buy |
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2024
Q4 | $4.34M | Sell |
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2024
Q3 | $5.13M | Buy |
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2024
Q2 | $4.36M | Sell |
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2024
Q1 | $4.63M | Buy |
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2023
Q4 | $4.14M | Buy |
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2023
Q3 | $3.93M | Buy |
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2023
Q2 | $3.29M | Buy |
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2023
Q1 | $3.17M | Buy |
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2022
Q4 | $2.74M | Sell |
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2022
Q3 | $2.76M | Buy |
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2022
Q2 | $2.76M | Buy |
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2022
Q1 | $2.7M | Buy |
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2021
Q4 | $2.55M | Sell |
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2021
Q3 | $2.6M | Buy |
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2021
Q2 | $2.56M | Buy |
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2021
Q1 | $2.34M | Buy |
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2020
Q4 | $1.9M | Buy |
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2020
Q3 | $1.86M | Sell |
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2020
Q2 | $2.19M | Buy |
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2020
Q1 | $1.96M | Buy |
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2019
Q4 | $1.88M | Buy |
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