Westover 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
$11M Sell
449,523
-4,197
-0.9% -$102K 2.19% 11
2025
Q1
$11M Buy
453,720
+43,668
+11% +$1.06M 2.45% 8
2024
Q4
$9.87M Sell
410,052
-307,268
-43% -$7.39M 2.17% 11
2024
Q3
$17.6M Buy
+717,320
New +$17.6M 3.38% 6