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
2025
Q1
$4.54M Buy
2024
Q4
$4.34M Sell
2024
Q3
$5.13M Buy
2024
Q2
$4.36M Sell
2024
Q1
$4.63M Buy
2023
Q4
$4.14M Buy
2023
Q3
$3.93M Buy
2023
Q2
$3.29M Buy
2023
Q1
$3.17M Buy
2022
Q4
$2.74M Sell
2022
Q3
$2.76M Buy
2022
Q2
$2.76M Buy
2022
Q1
$2.7M Buy
2021
Q4
$2.55M Sell
2021
Q3
$2.6M Buy
2021
Q2
$2.56M Buy
2021
Q1
$2.34M Buy
2020
Q4
$1.9M Buy
2020
Q3
$1.86M Sell
2020
Q2
$2.19M Buy
2020
Q1
$1.96M Buy
2019
Q4
$1.88M Buy