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Investment Planning Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Investment Planning Advisors’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 		$204K Hold
8,358
– – 0.07% 79
2025
Q1 		$203K Buy
+8,358
New +$203K 0.08% 70