WFAG
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Worth Financial Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Worth Financial Advisory Group’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,678
Closed -$286K – 168
2024
Q3 		$286K Buy
11,678
+420
+4% +$10.3K 0.17% 127
2024
Q2 		$271K Buy
+11,258
New +$271K 0.18% 119