Valtinson Bruner Financial Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Valtinson Bruner Financial Planning’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 Q3	$380K	Sell
2025 Q2	$390K	Sell
2025 Q1	$444K	Sell
2024 Q4	$471K	Sell
2024 Q3	$783K	Sell
2024 Q2	$895K	Sell
2024 Q1	$3.02M	Sell
2023 Q4	$3.79M	Sell
2023 Q3	$4.37M	Sell
2023 Q2	$4.71M	Buy