Curi Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Curi Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$367K	Buy
2023 Q3	$304K	Buy
2023 Q2	$298K	Hold
2023 Q1	$303K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy
2022 Q1	$0	Hold
2021 Q4	$0	Buy
2021 Q1	–	Sell
2020 Q4	$0	Buy