Venturi Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Venturi Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$302K	Buy
2025 Q1	$243K	Buy
2024 Q4	$49.5K	Sell
2024 Q3	$67.6K	Buy