Rialto 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
$2.57M Sell
105,220
-4,318
-4% -$105K 0.72% 34
2025
Q1
$2.67M Buy
109,538
+2,434
+2% +$59.2K 0.84% 27
2024
Q4
$2.58M Buy
+107,104
New +$2.58M 0.85% 31