KWM
Kingsview 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 | $1M | Sell |
41,194
-682
| -2% | -$16.6K | 0.02% | 589 |
|
|
2025
Q1 | $1.02M | Buy |
41,876
+2,493
| +6% | +$60.7K | 0.02% | 534 |
|
|
2024
Q4 | $948K | Buy |
39,383
+18,201
| +86% | +$438K | 0.02% | 565 |
|
|
2024
Q3 | $1.04M | Sell |
21,182
-1,978
| -9% | -$96.9K | 0.02% | 519 |
|
|
2024
Q2 | $1.11M | Sell |
23,160
-2,803
| -11% | -$135K | 0.03% | 481 |
|
|
2024
Q1 | $1.25M | Sell |
25,963
-1,151
| -4% | -$55.5K | 0.03% | 446 |
|
|
2023
Q4 | $1.31M | Sell |
27,114
-22,120
| -45% | -$1.07M | 0.04% | 389 |
|
|
2023
Q3 | $2.36M | Sell |
49,234
-8,012
| -14% | -$384K | 0.08% | 243 |
|
|
2023
Q2 | $2.75M | Sell |
57,246
-20,691
| -27% | -$994K | 0.11% | 197 |
|
|
2023
Q1 | $3.8M | Buy |
77,937
+69,331
| +806% | +$3.38M | 0.16% | 140 |
|
|
2022
Q4 | $415K | Buy |
8,606
+1,589
| +23% | +$76.7K | 0.02% | 563 |
|
|
2022
Q3 | $339K | Sell |
7,017
-61
| -0.9% | -$2.95K | 0.02% | 604 |
|
|
2022
Q2 | $348K | Buy |
7,078
+602
| +9% | +$29.6K | 0.02% | 617 |
|
|
2022
Q1 | $321K | Sell |
6,476
-435
| -6% | -$21.6K | 0.01% | 681 |
|
|
2021
Q4 | $351K | Sell |
6,911
-1,075
| -13% | -$54.6K | 0.01% | 664 |
|
|
2021
Q3 | $409K | Sell |
7,986
-1,196
| -13% | -$61.3K | 0.02% | 606 |
|
|
2021
Q2 | $470K | Buy |
9,182
+491
| +6% | +$25.1K | 0.02% | 571 |
|
|
2021
Q1 | $446K | Sell |
8,691
-3,266
| -27% | -$168K | 0.03% | 531 |
|
|
2020
Q4 | $614K | Sell |
11,957
-68,335
| -85% | -$3.51M | 0.04% | 400 |
|
|
2020
Q3 | $4.14M | Sell |
80,292
-2,674
| -3% | -$138K | 0.37% | 68 |
|
|
2020
Q2 | $4.28M | Buy |
82,966
+8,054
| +11% | +$416K | 0.43% | 58 |
|
|
2020
Q1 | $3.88M | Sell |
74,912
-23,960
| -24% | -$1.24M | 0.52% | 48 |
|
|
2019
Q4 | $4.99M | Buy |
98,872
+33,792
| +52% | +$1.71M | 0.63% | 34 |
|
|
2019
Q3 | $3.29M | Buy |
65,080
+19,496
| +43% | +$986K | 0.52% | 55 |
|
|
2019
Q2 | $2.31M | Buy |
45,584
+3,871
| +9% | +$196K | 0.39% | 72 |
|
|
2019
Q1 | $2.09M | Buy |
41,713
+4,775
| +13% | +$240K | 0.32% | 87 |
|
|
2018
Q4 | $1.84M | Buy |
36,938
+6,155
| +20% | +$307K | 0.4% | 73 |
|
|
2018
Q3 | $1.53M | Sell |
30,783
-22,950
| -43% | -$1.14M | 0.31% | 99 |
|
|
2018
Q2 | $2.67M | Buy |
53,733
+28,039
| +109% | +$1.39M | 0.64% | 46 |
|
|
2018
Q1 | $1.28M | Buy |
25,694
+156
| +0.6% | +$7.78K | 0.32% | 93 |
|
|
2017
Q4 | $1.28M | Buy |
25,538
+1,216
| +5% | +$60.9K | 0.46% | 55 |
|
|
2017
Q3 | $1.23M | Buy |
24,322
+592
| +2% | +$29.8K | 0.54% | 51 |
|
|
2017
Q2 | $1.2M | Buy |
23,730
+136
| +0.6% | +$6.85K | 0.62% | 47 |
|
|
2017
Q1 | $1.19M | Buy |
+23,594
| New | +$1.19M | 0.71% | 38 |
|