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Tobias Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tobias Financial Advisors’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
-14,094
Closed -$339K – 97
2023
Q2 		$339K Buy
+14,094
New +$339K 0.09% 70