Marshall & Sterling 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
2025 Q2	$149K	Buy	6,117 +64	+1%	+$1.56K	0.1%	95
2025 Q1	$147K	Buy	6,053 +43	+0.7%	+$1.05K	0.1%	96
2024 Q4	$145K	Buy	+6,010	New	+$145K	0.1%	93