PWM
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Pines Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pines Wealth Management’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
Q2 		$1.09M Buy
45,061
+2,859
+7% +$69.3K 0.39% 62
2025
Q1 		$1.03M Sell
42,202
-11,703
-22% -$285K 0.48% 56
2024
Q4 		$1.3M Buy
+53,905
New +$1.3M 0.57% 42