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Naviter Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Naviter Wealth’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
Q1 		– Sell
-41,816
Closed -$1.01M – 292
2024
Q4 		$1.01M Buy
+41,816
New +$1.01M 0.12% 171