WealthPLAN Partners’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
2023 Q3	–	Sell	-5,300	Closed	-$127K	–	997
2023 Q2	$127K	Buy	5,300 +1,232	+30%	+$29.6K	0.02%	357
2023 Q1	$99.2K	Buy	+4,068	New	+$99.2K	0.01%	428