Wealth Enhancement Advisory Services’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
14,589
-9
-0.1% -$226 ﹤0.01% 2445
2025
Q1
$368K Buy
14,598
+1,623
+13% +$40.9K ﹤0.01% 2264
2024
Q4
$326K Buy
+12,975
New +$326K ﹤0.01% 2295