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

Sonoma Private Wealth’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Hold
2025 Q1	$302K	Buy
2024 Q4	$276K	Buy
2024 Q3	$280K	Buy
2024 Q2	$259K	Hold
2024 Q1	$260K	Buy
2023 Q4	$244K	Sell
2023 Q3	$246K	Hold
2023 Q2	$247K	Hold
2023 Q1	$251K	Buy