Innovative Wealth Building’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	$2.59M	Sell	106,189 -10,098	-9%	-$246K	2.15%	14
2025 Q1	$2.83M	Sell	116,287 -14,677	-11%	-$357K	2.61%	11
2024 Q4	$3.15M	Buy	+130,964	New	+$3.15M	2.85%	12