TWM
Tradition 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 | $727K | Buy |
29,833
+6,191
| +26% | +$151K | 0.06% | 220 |
|
|
2025
Q1 | $575K | Sell |
23,642
-4,494
| -16% | -$109K | 0.05% | 228 |
|
|
2024
Q4 | $677K | Sell |
28,136
-61,894
| -69% | -$1.49M | 0.06% | 204 |
|
|
2024
Q3 | $4.41M | Buy |
90,030
+3,018
| +3% | +$148K | 0.39% | 63 |
|
|
2024
Q2 | $4.19M | Sell |
87,012
-148,451
| -63% | -$7.14M | 0.4% | 61 |
|
|
2024
Q1 | $11.4M | Buy |
235,463
+15,010
| +7% | +$724K | 1.15% | 24 |
|
|
2023
Q4 | $10.7M | Buy |
220,453
+197,691
| +869% | +$9.58M | 1.12% | 23 |
|
|
2023
Q3 | $1.09M | Sell |
22,762
-48,887
| -68% | -$2.34M | 0.13% | 117 |
|
|
2023
Q2 | $3.44M | Sell |
71,649
-86,463
| -55% | -$4.15M | 0.4% | 58 |
|
|
2023
Q1 | $7.71M | Buy |
158,112
+7,102
| +5% | +$346K | 0.96% | 26 |
|
|
2022
Q4 | $7.29M | Buy |
151,010
+3,216
| +2% | +$155K | 1.03% | 26 |
|
|
2022
Q3 | $7.13M | Buy |
147,794
+8,413
| +6% | +$406K | 1.07% | 26 |
|
|
2022
Q2 | $6.86M | Buy |
139,381
+41,848
| +43% | +$2.06M | 1% | 28 |
|
|
2022
Q1 | $4.83M | Buy |
97,533
+30,173
| +45% | +$1.49M | 0.62% | 47 |
|
|
2021
Q4 | $3.43M | Sell |
67,360
-3,647
| -5% | -$185K | 0.43% | 62 |
|
|
2021
Q3 | $3.64M | Buy |
71,007
+4,902
| +7% | +$251K | 0.52% | 52 |
|
|
2021
Q2 | $3.39M | Sell |
66,105
-17,778
| -21% | -$911K | 0.51% | 55 |
|
|
2021
Q1 | $4.3M | Buy |
83,883
+21,787
| +35% | +$1.12M | 0.74% | 42 |
|
|
2020
Q4 | $3.19M | Buy |
+62,096
| New | +$3.19M | 0.62% | 48 |
|