Avaii 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
Q3 | – | Sell |
-9,998
| Closed | -$241K | – | 149 |
|
|
2024
Q2 | $241K | Sell |
9,998
-252
| -2% | -$6.06K | 0.13% | 125 |
|
|
2024
Q1 | $247K | Buy |
10,250
+1,068
| +12% | +$25.7K | 0.15% | 121 |
|
|
2023
Q4 | $222K | Buy |
9,182
+82
| +0.9% | +$1.99K | 0.15% | 129 |
|
|
2023
Q3 | $218K | Sell |
9,100
-928
| -9% | -$22.2K | 0.17% | 126 |
|
|
2023
Q2 | $241K | Sell |
10,028
-1,196
| -11% | -$28.7K | 0.19% | 124 |
|
|
2023
Q1 | $274K | Sell |
11,224
-236
| -2% | -$5.76K | 0.24% | 100 |
|
|
2022
Q4 | $276K | Buy |
+11,460
| New | +$276K | 0.25% | 95 |
|