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Aegis Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Aegis Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$623K Hold
25,598
– – 0.37% 50
2025
Q1 		$623K Hold
25,598
– – 0.37% 52
2024
Q4 		$616K Buy
+25,598
New +$616K 0.42% 44