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Blake Schutter Theil Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$926K Buy
37,978
+1,220
+3% +$29.7K 1.05% 23
2025
Q1 		$895K Sell
36,758
-722
-2% -$17.6K 1.02% 22
2024
Q4 		$902K Buy
37,480
+14,323
+62% +$345K 0.95% 24
2024
Q3 		$1.13M Buy
+23,157
New +$1.13M 0.81% 29