SWM
SigFig 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 | $2.57M | Buy |
105,686
+1,900
| +2% | +$46.3K | 0.09% | 77 |
|
|
2025
Q1 | $1.86M | Buy |
103,786
+4,824
| +5% | +$86.4K | 0.07% | 85 |
|
|
2024
Q4 | $1.91M | Buy |
98,962
+53,061
| +116% | +$1.02M | 0.07% | 81 |
|
|
2024
Q3 | $1.77M | Buy |
45,901
+3,214
| +8% | +$124K | 0.06% | 83 |
|
|
2024
Q2 | $1.75M | Buy |
42,687
+3,557
| +9% | +$146K | 0.07% | 79 |
|
|
2024
Q1 | $1.69M | Buy |
39,130
+1,379
| +4% | +$59.5K | 0.06% | 87 |
|
|
2023
Q4 | $1.7M | Buy |
37,751
+4,562
| +14% | +$206K | 0.06% | 85 |
|
|
2023
Q3 | $1.6M | Buy |
33,189
+432
| +1% | +$20.8K | 0.06% | 83 |
|
|
2023
Q2 | $1.59M | Sell |
32,757
-11
| -0% | -$533 | 0.06% | 81 |
|
|
2023
Q1 | $1.58M | Sell |
32,768
-1,132
| -3% | -$54.7K | 0.09% | 71 |
|
|
2022
Q4 | $1.59M | Sell |
33,900
-898
| -3% | -$42.1K | 0.08% | 71 |
|
|
2022
Q3 | $1.57M | Sell |
34,798
-2,381
| -6% | -$107K | 0.08% | 68 |
|
|
2022
Q2 | $1.7M | Sell |
37,179
-681
| -2% | -$31.2K | 0.09% | 63 |
|
|
2022
Q1 | $1.74M | Buy |
37,860
+4,829
| +15% | +$222K | 0.08% | 60 |
|
|
2021
Q4 | $1.61M | Buy |
33,031
+1,004
| +3% | +$49K | 0.08% | 57 |
|
|
2021
Q3 | $1.64M | Sell |
32,027
-176
| -0.5% | -$9.01K | 0.08% | 55 |
|
|
2021
Q2 | $1.65M | Buy |
32,203
+3,796
| +13% | +$194K | 0.09% | 54 |
|
|
2021
Q1 | $1.46M | Buy |
28,407
+936
| +3% | +$48K | 0.09% | 52 |
|
|
2020
Q4 | $1.41M | Buy |
27,471
+7,775
| +39% | +$400K | 0.1% | 46 |
|
|
2020
Q3 | $1.02M | Buy |
19,696
+3,548
| +22% | +$183K | 0.09% | 45 |
|
|
2020
Q2 | $834K | Buy |
16,148
+98
| +0.6% | +$5.06K | 0.09% | 47 |
|
|
2020
Q1 | $830K | Sell |
16,050
-3,446
| -18% | -$178K | 0.11% | 36 |
|
|
2019
Q4 | $984K | Buy |
19,496
+4
| +0% | +$202 | 0.12% | 34 |
|
|
2019
Q3 | $986K | Buy |
19,492
+1,281
| +7% | +$64.8K | 0.14% | 34 |
|
|
2019
Q2 | $921K | Buy |
18,211
+911
| +5% | +$46.1K | 0.14% | 37 |
|
|
2019
Q1 | $868K | Sell |
17,300
-544
| -3% | -$27.3K | 0.15% | 37 |
|
|
2018
Q4 | $890K | Buy |
17,844
+416
| +2% | +$20.7K | 0.19% | 37 |
|
|
2018
Q3 | $864K | Sell |
17,428
-1,916
| -10% | -$95K | 0.18% | 37 |
|
|
2018
Q2 | $962K | Sell |
19,344
-3,177
| -14% | -$158K | 0.25% | 37 |
|
|
2018
Q1 | $1.12M | Buy |
+22,521
| New | +$1.12M | 0.65% | 24 |
|