Verdence Capital 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
$2.72M Buy
111,518
+22,406
+25% +$546K 0.19% 122
2025
Q1
$2.17M Buy
89,112
+67,393
+310% +$1.64M 0.17% 137
2024
Q4
$523K Buy
21,719
+521
+2% +$12.5K 0.04% 349
2024
Q3
$519K Buy
21,198
+798
+4% +$19.5K 0.04% 364
2024
Q2
$491K Buy
+20,400
New +$491K 0.04% 348