Forum Financial Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Forum Financial 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
2023 Q3	–	Sell
2023 Q2	$242K	Sell
2023 Q1	$292K	Buy
2022 Q4	$225K	Sell
2022 Q3	$1.23M	Buy
2022 Q2	$1.25M	Buy