Alteri Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
45,850
+3,770
+9% +$91.9K 0.43% 49
2025
Q1
$1.02M Buy
42,080
+11,309
+37% +$275K 0.45% 56
2024
Q4
$740K Buy
+30,771
New +$740K 0.2% 73