Coordinated Financial Services’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
$537K Buy
22,013
+2,713
+14% +$66.1K 0.37% 79
2025
Q1
$470K Buy
19,300
+4,130
+27% +$101K 0.36% 81
2024
Q4
$365K Buy
+15,170
New +$365K 0.28% 95
2024
Q2
$255K Buy
+10,600
New +$255K 0.22% 108