Independent Wealth Network’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
Q3 | $458K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $697K | Sell |
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|
2022
Q2 | $732K | Buy |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $473K | Buy |
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