Balanced Rock Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Balanced Rock Investment Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Buy
2025 Q1	$1.54M	Buy
2024 Q4	$1.5M	Buy
2024 Q3	$1.41M	Buy
2024 Q2	$1.26M	Buy
2024 Q1	$1.2M	Sell
2023 Q4	$1.48M	Buy