Balboa Wealth Partners’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	–	Sell	-34,976	Closed	-$851K	–	402
2025 Q1	$851K	Buy	+34,976	New	+$851K	0.21%	88
2023 Q1	–	Sell	-9,620	Closed	-$232K	–	318
2022 Q4	$232K	Buy	9,620 +200	+2%	+$4.82K	0.1%	195
2022 Q3	$227K	Buy	+9,420	New	+$227K	0.1%	179