Heritage Oak Wealth 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
2024 Q3	–	Sell	-11,388	Closed	-$274K	–	202
2024 Q2	$274K	Buy	+11,388	New	+$274K	0.14%	82