WR Wealth Planners’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
2024 Q4	$59K	Buy	2,450 +30	+1%	+$722	0.02%	299
2024 Q3	$59.3K	Buy	+2,420	New	+$59.3K	0.02%	321
2023 Q3	–	Sell	-110	Closed	-$2.64K	–	942
2023 Q2	$2.64K	Buy	+110	New	+$2.64K	﹤0.01%	748