Kohmann Bosshard Financial Services’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
Sell
-10,353
Closed -$252K 205
2025
Q1
$252K Sell
10,353
-7,420
-42% -$181K 0.03% 186
2024
Q4
$428K Buy
17,773
+319
+2% +$7.68K 0.05% 123
2024
Q3
$427K Buy
17,454
+560
+3% +$13.7K 0.05% 127
2024
Q2
$407K Buy
+16,894
New +$407K 0.05% 127