Synergy Investment 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
2025 Q2	–	Sell	-1,308	Closed	-$31.8K	–	470
2025 Q1	$31.8K	Hold	1,308	–	–	0.01%	266
2024 Q4	$31.5K	Buy	+1,308	New	+$31.5K	0.01%	277