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

FirstPurpose Wealth’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	$558K	Sell
2023 Q4	$653K	Sell
2023 Q3	$805K	Sell
2023 Q2	$903K	Buy
2023 Q1	$498K	Buy
2022 Q4	$381K	Sell
2022 Q3	$510K	Sell
2022 Q2	$530K	Sell
2022 Q1	$705K	Buy
2021 Q4	$467K	Buy