Oak Family 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
2021 Q2	–	Sell	-24,000	Closed	-$616K	–	98
2021 Q1	$616K	Sell	24,000 -27,052	-53%	-$694K	0.27%	55
2020 Q4	$1.31M	Buy	+51,052	New	+$1.31M	0.68%	37