Morling Financial Advisors’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
Q2
$120K Buy
2025
Q1
$24.8K Buy
2024
Q1
Sell
2023
Q4
$48.6K Hold
2023
Q3
$48.1K Hold
2023
Q2
$48.3K Hold
2023
Q1
$49K Buy