Abacus Wealth 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
2021
Q3
Sell
-10,104
Closed -$259K 124
2021
Q2
$259K Sell
10,104
-17,380
-63% -$445K 0.1% 85
2021
Q1
$705K Buy
27,484
+3,096
+13% +$79.4K 0.5% 27
2020
Q4
$627K Buy
+24,388
New +$627K 0.55% 27