Marotta Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.3M Buy
2025
Q2
$14M Buy
2025
Q1
$14.1M Sell
2024
Q4
$13.5M Sell
2024
Q3
$14.1M Buy
2024
Q2
$13.7M Sell
2024
Q1
$14.6M Buy
2023
Q4
$14.1M Sell
2023
Q3
$15.2M Buy
2023
Q2
$15.2M Buy
2022
Q4
$15.9M Sell
2022
Q3
$16.8M Buy
2022
Q2
$16.9M Buy
2022
Q1
$16.2M Buy
2021
Q4
$16.5M Buy
2021
Q3
$16.5M Sell
2021
Q2
$16.6M Sell
2021
Q1
$17.9M Buy
2020
Q4
$14.7M Buy
2020
Q3
$13.8M Buy
2020
Q2
$12.5M Sell
2020
Q1
$12.9M Sell
2019
Q4
$13.8M Buy