AAM
Austin Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-8,533
| Closed | -$412K | – | 61 |
|
2022
Q4 | $412K | Hold |
8,533
| – | – | 0.15% | 31 |
|
2022
Q3 | $412K | Sell |
8,533
-195
| -2% | -$9.42K | 0.15% | 31 |
|
2022
Q2 | $429K | Buy |
8,728
+195
| +2% | +$9.59K | 0.15% | 33 |
|
2022
Q1 | $423K | Sell |
8,533
-11,920
| -58% | -$591K | 0.13% | 36 |
|
2021
Q4 | $1.04M | Buy |
+20,453
| New | +$1.04M | 0.32% | 20 |
|