Beckerman Institutional’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
$2.82M Buy
115,746
+18,367
+19% +$448K 1.87% 13
2025
Q1
$2.37M Buy
97,379
+7,092
+8% +$173K 1.72% 13
2024
Q4
$2.17M Buy
90,287
+15,915
+21% +$383K 1.74% 13
2024
Q3
$1.82M Buy
+74,372
New +$1.82M 1.53% 15