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Summit Wealth Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Summit Wealth Group’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
Q2 		– Sell
-169,204
Closed -$2K – 224
2023
Q1 		$2K Buy
+169,204
New +$2K 0.05% 101