SAI
Savvy Advisors Inc’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 | $1.26M | Sell |
51,707
-3,234
| -6% | -$78.8K | 0.08% | 178 |
|
|
2025
Q1 | $1.34M | Buy |
54,941
+2,925
| +6% | +$71.2K | 0.13% | 127 |
|
|
2024
Q4 | $1.25M | Buy |
52,016
+28,878
| +125% | +$695K | 0.15% | 114 |
|
|
2024
Q3 | $1.13M | Buy |
23,138
+430
| +2% | +$21.1K | 0.23% | 86 |
|
|
2024
Q2 | $1.09M | Buy |
22,708
+1,938
| +9% | +$93.3K | 0.36% | 65 |
|
|
2024
Q1 | $1M | Buy |
20,770
+9,938
| +92% | +$479K | 0.58% | 40 |
|
|
2023
Q4 | $525K | Buy |
+10,832
| New | +$525K | 0.51% | 54 |
|