MFG
Mendota Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
66,867
-1,664
| -2% | -$40.6K | 1.54% | 13 |
|
|
2025
Q1 | $1.67M | Sell |
68,531
-38,909
| -36% | -$947K | 1.81% | 12 |
|
|
2024
Q4 | $2.59M | Buy |
107,440
+35,616
| +50% | +$857K | 1.68% | 14 |
|
|
2024
Q3 | $3.52M | Buy |
71,824
+4,352
| +6% | +$213K | 1.68% | 14 |
|
|
2024
Q2 | $3.25M | Buy |
67,472
+8,036
| +14% | +$387K | 1.74% | 14 |
|
|
2024
Q1 | $2.87M | Buy |
59,436
+34,634
| +140% | +$1.67M | 1.68% | 13 |
|
|
2023
Q4 | $1.2M | Buy |
24,802
+13,590
| +121% | +$658K | 0.94% | 23 |
|
|
2023
Q3 | $537K | Buy |
+11,212
| New | +$537K | 0.56% | 25 |
|