Signature Estate & Investment Advisors’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
$288K Sell
11,814
-15,784
-57% -$385K 0.01% 474
2025
Q1
$672K Sell
27,598
-34,958
-56% -$851K 0.02% 281
2024
Q4
$1.51M Sell
62,556
-3,188
-5% -$76.7K 0.04% 172
2024
Q3
$1.61M Sell
65,744
-904
-1% -$22.1K 0.04% 156
2024
Q2
$1.6M Buy
+66,648
New +$1.6M 0.04% 151