Burns Matteson Capital Management’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
2024
Q4
Sell
-10,988
Closed -$269K 188
2024
Q3
$269K Sell
10,988
-2,236
-17% -$54.8K 0.15% 126
2024
Q2
$318K Buy
13,224
+378
+3% +$9.1K 0.2% 102
2024
Q1
$310K Buy
+12,846
New +$310K 0.2% 122