Venturi 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
2025 Q2	$302K	Buy	12,381 +2,381	+24%	+$58.1K	0.01%	422
2025 Q1	$243K	Buy	10,000 +7,944	+386%	+$193K	0.01%	494
2024 Q4	$49.5K	Sell	2,056 -704	-26%	-$16.9K	﹤0.01%	1019
2024 Q3	$67.6K	Buy	+2,760	New	+$67.6K	﹤0.01%	676