Hart & Patterson Financial Group’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
2024
Q4
$1.48M Buy
61,319
+6,411
+12% +$154K 0.72% 36
2024
Q3
$1.34M Buy
54,908
+748
+1% +$18.3K 0.64% 38
2024
Q2
$1.3M Buy
54,160
+150
+0.3% +$3.61K 0.65% 35
2024
Q1
$1.3M Sell
54,010
-1,210
-2% -$29.2K 0.64% 36
2023
Q4
$1.34M Buy
+55,220
New +$1.34M 0.69% 29