LGWM
Litman Gregory 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 | $327K | Buy |
13,415
+200
| +2% | +$4.88K | 0.03% | 113 |
|
|
2025
Q1 | $322K | Buy |
13,215
+3,210
| +32% | +$78.1K | 0.03% | 111 |
|
|
2024
Q4 | $241K | Buy |
10,005
+4,985
| +99% | +$120K | 0.02% | 121 |
|
|
2024
Q3 | $246K | Sell |
5,020
-80
| -2% | -$3.92K | 0.02% | 125 |
|
|
2024
Q2 | $245K | Buy |
5,100
+280
| +6% | +$13.5K | 0.02% | 121 |
|
|
2024
Q1 | $232K | Buy |
+4,820
| New | +$232K | 0.02% | 119 |
|