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Sims Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sims Investment Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.87M Sell
363,671
-23,887
-6% -$582K 3.57% 8
2025
Q1 		$9.43M Buy
387,558
+34,681
+10% +$844K 4.22% 6
2024
Q4 		$8.49M Buy
+352,877
New +$8.49M 4.8% 6