Principia Wealth Advisory’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
2025
Q2
$3.1K Sell
127
-9
-7% -$219 ﹤0.01% 300
2025
Q1
$3.3K Buy
136
+86
+172% +$2.09K ﹤0.01% 228
2024
Q4
$1.2K Buy
+50
New +$1.2K ﹤0.01% 327