Perissos Private 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
2024 Q4	–	Sell	-37,438	Closed	-$917K	–	90
2024 Q3	$917K	Buy	37,438 +19,164	+105%	+$469K	0.74%	43
2024 Q2	$440K	Buy	18,274 +332	+2%	+$7.99K	0.39%	52
2024 Q1	$432K	Buy	+17,942	New	+$432K	0.39%	51