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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3M	Buy	796,357 +139,553	+21%	+$3.4M	1.52%	14
2025 Q4	$16M	Buy	656,804 +109,654	+20%	+$2.67M	1.28%	17
2025 Q3	$13.4M	Buy	547,150 +102,018	+23%	+$2.48M	1.12%	19
2025 Q2	$10.9M	Buy	445,132 +107,768	+32%	+$2.62M	0.99%	20
2025 Q1	$8.21M	Buy	337,364 +94,172	+39%	+$2.28M	0.86%	22
2024 Q4	$5.85M	Buy	243,192 +53,604	+28%	+$1.3M	0.6%	27
2024 Q3	$4.64M	Buy	189,588 +15,028	+9%	+$365K	0.49%	28
2024 Q2	$4.2M	Buy	174,560 +10,026	+6%	+$240K	0.48%	30
2024 Q1	$3.97M	Buy	164,534 +50,018	+44%	+$1.21M	0.48%	30
2023 Q4	$2.77M	Buy	114,516 +24,484	+27%	+$588K	0.39%	34
2023 Q3	$2.16M	Buy	90,032 +6,750	+8%	+$162K	0.34%	41
2023 Q2	$2M	Buy	83,282 +14,030	+20%	+$340K	0.34%	38
2023 Q1	$1.69M	Buy	69,252 +34,048	+97%	+$825K	0.32%	39
2022 Q4	$849K	Buy	+35,204	New	+$849K	0.19%	65