RWB
RMR Wealth Builders’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 | $10.9M | Buy |
445,132
+107,768
| +32% | +$2.63M | 0.99% | 20 |
|
|
2025
Q1 | $8.21M | Buy |
337,364
+94,172
| +39% | +$2.29M | 0.86% | 22 |
|
|
2024
Q4 | $5.85M | Buy |
243,192
+148,398
| +157% | +$3.57M | 0.6% | 27 |
|
|
2024
Q3 | $4.64M | Buy |
94,794
+7,514
| +9% | +$368K | 0.49% | 28 |
|
|
2024
Q2 | $4.2M | Buy |
87,280
+5,013
| +6% | +$241K | 0.48% | 30 |
|
|
2024
Q1 | $3.97M | Buy |
82,267
+25,009
| +44% | +$1.21M | 0.48% | 30 |
|
|
2023
Q4 | $2.77M | Buy |
57,258
+12,242
| +27% | +$593K | 0.39% | 34 |
|
|
2023
Q3 | $2.16M | Buy |
45,016
+3,375
| +8% | +$162K | 0.34% | 41 |
|
|
2023
Q2 | $2M | Buy |
41,641
+7,015
| +20% | +$337K | 0.34% | 38 |
|
|
2023
Q1 | $1.69M | Buy |
34,626
+17,024
| +97% | +$831K | 0.32% | 39 |
|
|
2022
Q4 | $849K | Buy |
+17,602
| New | +$849K | 0.19% | 65 |
|