SW
SCHO icon

Simplicity Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Simplicity Wealth’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-179,948
Closed -$4.33M – 1070
2024
Q2 		$4.33M Sell
179,948
-29,322
-14% -$706K 0.1% 205
2024
Q1 		$5.04M Buy
+209,270
New +$5.04M 0.12% 170