Great Lakes Retirement’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5M Buy
102,660
+10,094
+11% +$246K 0.3% 77
2025
Q1
$2.25M Sell
92,566
-4,772
-5% -$116K 0.3% 79
2024
Q4
$2.34M Buy
97,338
+2,870
+3% +$69.1K 0.3% 77
2024
Q3
$2.31M Buy
+94,468
New +$2.31M 0.3% 81