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
2026 Q1	$2.78M	Sell	114,619 -6,169	-5%	-$150K	0.83%	34
2025 Q4	$2.94M	Buy	120,788 +6,094	+5%	+$149K	0.85%	37
2025 Q3	$2.8M	Sell	114,694 -313,271	-73%	-$7.62M	0.81%	32
2025 Q2	$10.4M	Sell	427,965 -29,337	-6%	-$713K	3.09%	6
2025 Q1	$11.1M	Sell	457,302 -42,099	-8%	-$1.02M	3.62%	5
2024 Q4	$12M	Sell	499,401 -514,043	-51%	-$12.4M	3.77%	2
2024 Q3	$12.3M	Buy	1,013,444 +769,970	+316%	+$18.7M	3.94%	2
2024 Q2	$5.86M	Buy	243,474 +101,738	+72%	+$2.44M	2%	14
2024 Q1	$3.42M	Buy	141,736 +97,374	+219%	+$2.35M	1.22%	26
2023 Q4	$1.07M	Sell	44,362 -2,358	-5%	-$56.6K	0.42%	66
2023 Q3	$1.12M	Sell	46,720 -1,080	-2%	-$25.9K	0.48%	62
2023 Q2	$1.15M	Sell	47,800 -100,152	-68%	-$2.43M	0.48%	62
2023 Q1	$3.61M	Buy	147,952 +18,248	+14%	+$442K	1.56%	16
2022 Q4	$3.13M	Buy	129,704 +33,812	+35%	+$815K	1.52%	19
2022 Q3	$2.31M	Buy	95,892 +65,264	+213%	+$1.6M	1.16%	20
2022 Q2	$753K	Buy	30,628 +616	+2%	+$15.2K	0.37%	77
2022 Q1	$743K	Buy	30,012 +882	+3%	+$22.1K	0.29%	80
2021 Q4	$741K	Sell	29,130 -12,970	-31%	-$331K	0.27%	81
2021 Q3	$1.08M	Sell	42,100 -4,392	-9%	-$113K	0.42%	73
2021 Q2	$1.19M	Buy	46,492 +658	+1%	+$16.9K	0.48%	69
2021 Q1	$1.18M	Buy	45,834 +88	+0.2%	+$2.26K	0.54%	56
2020 Q4	$1.18M	Sell	45,746 -18,050	-28%	-$464K	0.64%	59
2020 Q3	$1.64M	Sell	63,796 -232,534	-78%	-$5.99M	1.09%	24
2020 Q2	$7.65M	Buy	296,330 +23,136	+8%	+$597K	6.16%	2
2020 Q1	$7.07M	Sell	273,194 -18,160	-6%	-$463K	7.45%	2
2019 Q4	$7.35M	Buy	291,354 +27,634	+10%	+$698K	5.59%	3
2019 Q3	$6.67M	Buy	+263,720	New	+$6.67M	5.79%	3