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

Dakota Wealth Management’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	$4.41M	Sell
2025 Q1	$7.68M	Sell
2024 Q4	$8.13M	Sell
2024 Q3	$8.99M	Sell
2024 Q2	$9.63M	Sell
2024 Q1	$9.81M	Buy
2023 Q4	$7.21M	Buy
2023 Q3	$5.83M	Buy