VWA
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VSM Wealth Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

VSM Wealth Advisory’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$642K Sell
26,347
-1,705
-6% -$41.6K 0.21% 48
2025
Q1 		$683K Sell
28,052
-3,321
-11% -$80.8K 0.25% 44
2024
Q4 		$755K Buy
+31,373
New +$755K 0.27% 42