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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.8M Buy
2025
Q1
$11.3M Sell
2024
Q4
$11.5M Sell
2024
Q3
$13.4M Buy
2024
Q2
$1.07M Buy