JWM
JPL 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 | $15.8M | Buy |
648,752
+70,586
| +12% | +$1.72M | 4.27% | 1 |
|
|
2025
Q1 | $14.1M | Buy |
578,166
+62,688
| +12% | +$1.53M | 4.01% | 2 |
|
|
2024
Q4 | $12.4M | Buy |
+515,478
| New | +$12.4M | 3.55% | 4 |
|
|
2024
Q2 | $5.37M | Buy |
111,613
+68,003
| +156% | +$3.27M | 2.63% | 4 |
|
|
2024
Q1 | $2.1M | Buy |
+43,610
| New | +$2.1M | 1.16% | 39 |
|