Whipplewood 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
$11.5K Sell
470
-42,065
-99% -$1.03M 0.01% 550
2025
Q1
$11.4K Buy
42,535
+42,065
+8,950% +$11.3K 0.01% 541
2024
Q4
$11.3K Buy
+470
New +$11.3K 0.01% 537