BAM
Baldrige 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 | $61K | Hold |
1,252
| – | – | 0.03% | 165 |
|
|
2022
Q4 | $60K | Hold |
1,252
| – | – | 0.03% | 168 |
|
|
2022
Q3 | $60K | Hold |
1,252
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $62K | Hold |
1,252
| – | – | 0.03% | 160 |
|
|
2022
Q1 | $62K | Buy |
1,252
+67
| +6% | +$3.32K | 0.03% | 160 |
|
|
2021
Q4 | $60K | Hold |
1,185
| – | – | 0.02% | 160 |
|
|
2021
Q3 | $61K | Buy |
1,185
+161
| +16% | +$8.29K | 0.03% | 154 |
|
|
2021
Q2 | $52K | Buy |
+1,024
| New | +$52K | 0.02% | 163 |
|