Birchbrook’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
$444K Sell
18,222
-5,869
-24% -$143K 0.24% 55
2025
Q1
$586K Sell
24,091
-8,591
-26% -$209K 0.33% 47
2024
Q4
$786K Sell
32,682
-1,296
-4% -$31.2K 0.45% 41
2024
Q3
$832K Sell
33,978
-1,084
-3% -$26.5K 0.46% 43
2024
Q2
$844K Buy
35,062
+1,286
+4% +$30.9K 0.51% 37
2024
Q1
$814K Sell
33,776
-2,840
-8% -$68.5K 0.48% 40
2023
Q4
$887K Buy
+36,616
New +$887K 0.58% 38