Wingate Wealth Advisors’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
2025 Q1	–	Sell	-2,670	Closed	-$64.2K	–	362
2024 Q4	$64.2K	Buy	+2,670	New	+$64.2K	0.06%	185