Journey Beyond Wealth’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	$2.9M	Sell	118,993 -28,964	-20%	-$706K	2.45%	13
2025 Q1	$3.6M	Buy	147,957 +12,596	+9%	+$307K	3.37%	10
2024 Q4	$3.26M	Buy	+135,361	New	+$3.26M	3.06%	11