WT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.8M | Sell |
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|
2025
Q2 | $10.4M | Sell |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $5.86M | Buy |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $3.61M | Buy |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $743K | Buy |
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|
2021
Q4 | $741K | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.64M | Sell |
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|
2020
Q2 | $7.65M | Buy |
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|
2020
Q1 | $7.07M | Sell |
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|
2019
Q4 | $7.35M | Buy |
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|
2019
Q3 | $6.67M | Buy |
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