Herold Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Herold Advisors’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
2025 Q3	–	Sell
2025 Q2	$2.46M	Buy
2025 Q1	$2.38M	Buy
2024 Q4	$2.24M	Buy
2024 Q3	$2M	Buy
2024 Q2	$1.86M	Sell
2024 Q1	$1.95M	Buy
2023 Q4	$1.87M	Buy
2023 Q3	$231K	Hold
2023 Q2	$232K	Buy