MPWT
MassMutual Private Wealth & Trust’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 | $20.1M | Sell |
824,418
-7,008
| -0.8% | -$171K | 0.54% | 50 |
|
|
2025
Q1 | $20.2M | Buy |
831,426
+7,221
| +0.9% | +$176K | 0.59% | 47 |
|
|
2024
Q4 | $19.8M | Buy |
824,205
+454,912
| +123% | +$10.9M | 0.56% | 49 |
|
|
2024
Q3 | $18.1M | Sell |
369,293
-200,013
| -35% | -$9.8M | 0.52% | 53 |
|
|
2024
Q2 | $27.4M | Sell |
569,306
-126,856
| -18% | -$6.11M | 0.83% | 30 |
|
|
2024
Q1 | $33.6M | Buy |
696,162
+329,761
| +90% | +$15.9M | 1.04% | 21 |
|
|
2023
Q4 | $17.8M | Buy |
366,401
+19,642
| +6% | +$952K | 0.6% | 45 |
|
|
2023
Q3 | $16.6M | Buy |
346,759
+98,063
| +39% | +$4.7M | 0.61% | 44 |
|
|
2023
Q2 | $12M | Buy |
248,696
+8,159
| +3% | +$392K | 0.43% | 60 |
|
|
2023
Q1 | $11.7M | Buy |
+240,537
| New | +$11.7M | 0.45% | 58 |
|