Adams Wealth Management’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 | – | Sell |
-26,818
| Closed | -$657K | – | 120 |
|
|
2024
Q3 | $657K | Buy |
26,818
+1,736
| +7% | +$42.5K | 0.14% | 74 |
|
|
2024
Q2 | $604K | Buy |
25,082
+4,074
| +19% | +$98K | 0.14% | 71 |
|
|
2024
Q1 | $506K | Buy |
21,008
+1,772
| +9% | +$42.7K | 0.12% | 81 |
|
|
2023
Q4 | $466K | Buy |
19,236
+1,212
| +7% | +$29.4K | 0.14% | 77 |
|
|
2023
Q3 | $432K | Buy |
18,024
+3,072
| +21% | +$73.6K | 0.15% | 72 |
|
|
2023
Q2 | $359K | Sell |
14,952
-120
| -0.8% | -$2.88K | 0.11% | 81 |
|
|
2023
Q1 | $368K | Buy |
+15,072
| New | +$368K | 0.12% | 86 |
|