SPW
Sonoma Private Wealth’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 | $302K | Hold |
12,403
| – | – | 0.37% | 60 |
|
|
2025
Q1 | $302K | Buy |
12,403
+932
| +8% | +$22.7K | 0.42% | 57 |
|
|
2024
Q4 | $276K | Buy |
11,471
+5,757
| +101% | +$139K | 0.45% | 68 |
|
|
2024
Q3 | $280K | Buy |
5,714
+329
| +6% | +$16.1K | 0.44% | 79 |
|
|
2024
Q2 | $259K | Hold |
5,385
| – | – | 0.42% | 75 |
|
|
2024
Q1 | $260K | Buy |
5,385
+350
| +7% | +$16.9K | 0.42% | 79 |
|
|
2023
Q4 | $244K | Sell |
5,035
-106
| -2% | -$5.14K | 0.4% | 72 |
|
|
2023
Q3 | $246K | Hold |
5,141
| – | – | 0.45% | 66 |
|
|
2023
Q2 | $247K | Hold |
5,141
| – | – | 0.43% | 69 |
|
|
2023
Q1 | $251K | Buy |
+5,141
| New | +$251K | 0.5% | 63 |
|