Wellesley Investment 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
2020 Q3	$1.84M	Buy	71,418 +23,290	+48%	+$600K	0.63%	17
2020 Q2	$1.24M	Buy	48,128 +22,326	+87%	+$576K	0.44%	21
2020 Q1	$667K	Buy	25,802 +3,432	+15%	+$88.7K	0.27%	47
2019 Q4	$564K	Buy	+22,370	New	+$564K	0.17%	67