Forza 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
Q3
$376K Sell
2025
Q2
$1.8M Hold
2025
Q1
$1.8M Hold
2024
Q4
$1.78M Sell
2024
Q3
$4.85M Sell
2024
Q2
$4.76M Hold
2024
Q1
$4.77M Hold
2023
Q4
$4.79M Hold
2023
Q3
$4.74M Hold
2023
Q2
$4.76M Hold
2023
Q1
$4.83M Hold
2022
Q4
$4.77M Buy