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Andrews Lucia Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Andrews Lucia Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,694
Closed -$381K – 24
2022
Q2 		$381K Sell
7,694
-19,477
-72% -$964K 0.36% 17
2022
Q1 		$1.38M Buy
27,171
+19,556
+257% +$995K 1.24% 11
2021
Q4 		$387K Buy
+7,615
New +$387K 0.35% 17