Guardian Wealth Management (Illinois)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-113	Closed	-$2.77K	–	173
2025 Q1	$2.77K	Sell	113 -109	-49%	-$2.64K	﹤0.01%	196
2024 Q4	$5.33K	Sell	222 -18	-8%	-$436	﹤0.01%	187
2024 Q3	$5.88K	Sell	240 -36	-13%	-$875	﹤0.01%	191
2024 Q2	$6.66K	Sell	276 -8	-3%	-$192	0.01%	182
2024 Q1	$6.84K	Sell	284 -8	-3%	-$193	0.01%	181
2023 Q4	$7.06K	Sell	292 -16	-5%	-$384	0.01%	181
2023 Q3	$7.36K	Sell	308 -4	-1%	-$96	0.01%	171
2023 Q2	$7.51K	Sell	312 -16	-5%	-$388	0.01%	172
2023 Q1	$7.99K	Sell	328 -18	-5%	-$436	0.01%	174
2022 Q4	$8.34K	Sell	346 -904	-72%	-$21.8K	0.01%	176
2022 Q3	$30K	Buy	1,250 +908	+265%	+$22.2K	0.03%	124
2022 Q2	$8K	Hold	342	–	–	0.01%	167
2022 Q1	$8K	Hold	342	–	–	0.01%	181
2021 Q4	$9K	Buy	+342	New	+$8.72K	0.01%	173