Capital Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Capital Planning’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	–	Sell
2025 Q1	$387K	Buy
2024 Q4	$260K	Buy
2024 Q1	–	Sell
2023 Q4	$347K	Sell
2023 Q3	$3.71M	Buy
2023 Q2	$1.27M	Buy
2022 Q1	–	Sell
2021 Q4	$2.79M	Buy
2021 Q3	$367K	Buy