Topel & Distasi Wealth 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
2022 Q2	–	Sell	-281,328	Closed	-$6.97M	–	67
2022 Q1	$6.97M	Buy	281,328 +5,588	+2%	+$138K	2.92%	12
2021 Q4	$7.01M	Buy	+275,740	New	+$7.01M	2.86%	12