REDW Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

REDW Wealth’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Buy	21,014 +19	+0.1%	+$463	0.2%	57
2025 Q1	$511K	Sell	20,995 -315	-1%	-$7.67K	0.19%	56
2024 Q4	$513K	Sell	21,310 -86	-0.4%	-$2.07K	0.18%	64
2024 Q3	$524K	Buy	21,396 +6	+0%	+$147	0.13%	84
2024 Q2	$515K	Sell	21,390 -286	-1%	-$6.88K	0.13%	82
2024 Q1	$523K	Sell	21,676 -668	-3%	-$16.1K	0.14%	82
2023 Q4	$541K	Sell	22,344 -3,962	-15%	-$96K	0.16%	74
2023 Q3	$630K	Sell	26,306 -134	-0.5%	-$3.21K	0.19%	67
2023 Q2	$635K	Buy	26,440 +13,606	+106%	+$327K	0.19%	67
2023 Q1	$313K	Buy	12,834 +306	+2%	+$7.47K	0.1%	103
2022 Q4	$302K	Sell	12,528 -5,720	-31%	-$138K	0.1%	100
2022 Q3	$440K	Sell	18,248 -4,184	-19%	-$101K	0.17%	76
2022 Q2	$552K	Sell	22,432 -7,834	-26%	-$193K	0.2%	58
2022 Q1	$750K	Buy	30,266 +1,836	+6%	+$45.5K	0.22%	46
2021 Q4	$723K	Buy	28,430 +1,574	+6%	+$40K	0.21%	48
2021 Q3	$687K	Hold	26,856	–	–	0.22%	46
2021 Q2	$688K	Sell	26,856 -1,462	-5%	-$37.5K	0.22%	48
2021 Q1	$726K	Buy	28,318 +74	+0.3%	+$1.9K	0.24%	41
2020 Q4	$726K	Buy	28,244 +1,802	+7%	+$46.3K	0.27%	34
2020 Q3	$681K	Buy	26,442 +2,132	+9%	+$54.9K	0.29%	33
2020 Q2	$628K	Buy	24,310 +5,550	+30%	+$143K	0.31%	34
2020 Q1	$485K	Sell	18,760 -1,170	-6%	-$30.2K	0.3%	33
2019 Q4	$503K	Sell	19,930 -12,764	-39%	-$322K	0.28%	37
2019 Q3	$827K	Buy	32,694 +14,028	+75%	+$355K	0.49%	25
2019 Q2	$472K	Buy	+18,666	New	+$472K	0.28%	39
2018 Q4	–	Sell	-15,282	Closed	-$379K	–	87
2018 Q3	$379K	Sell	15,282 -3,290	-18%	-$81.6K	0.25%	45
2018 Q2	$462K	Buy	18,572 +132	+0.7%	+$3.28K	0.33%	37
2018 Q1	$460K	Buy	18,440 +8,976	+95%	+$224K	0.34%	35
2017 Q4	$237K	Buy	9,464 +232	+3%	+$5.81K	0.18%	68
2017 Q3	$233K	Sell	9,232 -2,398	-21%	-$60.5K	0.19%	68
2017 Q2	$293K	Buy	11,630 +1,178	+11%	+$29.7K	0.29%	46
2017 Q1	$264K	Buy	10,452 +652	+7%	+$16.5K	0.27%	55
2016 Q4	$247K	Buy	+9,800	New	+$247K	0.28%	58