Pacific Wealth Management’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
2023
Q3
Sell
-11,728
Closed -$282K 27
2023
Q2
$282K Hold
11,728
0.18% 21
2023
Q1
$286K Sell
11,728
-13,860
-54% -$338K 0.18% 21
2022
Q4
$617K Buy
+25,588
New +$617K 0.45% 21