Oxford Financial Group’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
2024 Q1	–	Sell	-3,540	Closed	-$85.8K	–	294
2023 Q4	$85.8K	Hold	3,540	–	–	0.01%	251
2023 Q3	$84.8K	Buy	+3,540	New	+$84.8K	0.01%	231