SWM
Selective 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 | $461K | Hold |
19,000
| – | – | 0.17% | 63 |
|
|
2025
Q1 | $461K | Buy |
+19,000
| New | +$461K | 0.2% | 58 |
|
|
2022
Q4 | – | Sell |
-4,073
| Closed | -$197K | – | 614 |
|
|
2022
Q3 | $197K | Sell |
4,073
-185
| -4% | -$8.95K | 0.08% | 129 |
|
|
2022
Q2 | $209K | Buy |
4,258
+2,027
| +91% | +$99.5K | 0.07% | 137 |
|
|
2022
Q1 | $111K | Buy |
+2,231
| New | +$111K | 0.04% | 195 |
|
|
2021
Q2 | – | Sell |
-525
| Closed | -$27K | – | 545 |
|
|
2021
Q1 | $27K | Hold |
525
| – | – | 0.02% | 172 |
|
|
2020
Q4 | $27K | Hold |
525
| – | – | 0.02% | 153 |
|
|
2020
Q3 | $27K | Hold |
525
| – | – | 0.02% | 131 |
|
|
2020
Q2 | $27K | Hold |
525
| – | – | 0.02% | 146 |
|
|
2020
Q1 | $27K | Sell |
525
-1,454
| -73% | -$74.8K | 0.04% | 89 |
|
|
2019
Q4 | $100K | Sell |
1,979
-390
| -16% | -$19.7K | 0.12% | 48 |
|
|
2019
Q3 | $120K | Buy |
+2,369
| New | +$120K | 0.17% | 50 |
|