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MAI Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MAI Capital Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.2M Buy
1,075,981
+38,115
+4% +$929K 0.18% 115
2025
Q1 		$25.3M Buy
1,037,866
+18,342
+2% +$446K 0.19% 114
2024
Q4 		$24.5M Buy
+1,019,524
New +$24.5M 0.18% 115