Angeles Investment Advisors’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
-18,740
Closed -$459K 217
2024
Q3
$459K Buy
18,740
+1,840
+11% +$45.1K 0.02% 110
2024
Q2
$407K Buy
+16,900
New +$407K 0.02% 125
2021
Q4
Sell
-830
Closed -$21K 263
2021
Q3
$21K Buy
+830
New +$21K ﹤0.01% 235