Maltin Wealth Management’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
$5.35M Buy
219,383
+17,687
+9% +$431K 2.41% 9
2025
Q1
$4.91M Buy
201,696
+8,075
+4% +$197K 2.31% 11
2024
Q4
$4.66M Sell
193,621
-8,851
-4% -$213K 2.29% 9
2024
Q3
$4.96M Sell
202,472
-6,972
-3% -$171K 2.41% 9
2024
Q2
$5.04M Buy
209,444
+64,930
+45% +$1.56M 2.71% 7
2024
Q1
$3.48M Buy
144,514
+2,972
+2% +$71.6K 1.96% 12
2023
Q4
$3.43M Buy
141,542
+59,178
+72% +$1.43M 2.18% 9
2023
Q3
$1.97M Buy
+82,364
New +$1.97M 1.38% 26