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Private Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Private Wealth Partners’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,700
Closed -$233K – 165
2023
Q2 		$233K Hold
9,700
– – 0.02% 145
2023
Q1 		$237K Buy
+9,700
New +$237K 0.02% 139