Antonetti Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,370
| Closed | -$202K | – | 357 |
|
|
2022
Q4 | $202K | Sell |
8,370
-2,000
| -19% | -$48.2K | 0.28% | 43 |
|
|
2022
Q3 | $250K | Sell |
10,370
-800
| -7% | -$19.3K | 0.29% | 40 |
|
|
2022
Q2 | $275K | Hold |
11,170
| – | – | 0.29% | 43 |
|
|
2022
Q1 | $277K | Sell |
11,170
-1,000
| -8% | -$24.8K | 0.26% | 47 |
|
|
2021
Q4 | $309K | Sell |
12,170
-6,530
| -35% | -$166K | 0.24% | 65 |
|
|
2021
Q3 | $479K | Buy |
+18,700
| New | +$479K | 0.39% | 40 |
|