Vista Cima Wealth Management’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
$995K Buy
40,805
+422
+1% +$10.3K 0.93% 25
2025
Q1
$983K Buy
40,383
+3,321
+9% +$80.8K 1.06% 24
2024
Q4
$892K Buy
+37,062
New +$892K 0.93% 25