Barrett Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $81K | Hold |
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|
2020
Q4 | $81K | Hold |
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|
2020
Q3 | $81K | Buy |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $103K | Hold |
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|
2019
Q3 | $104K | Buy |
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|
2019
Q2 | $91K | Buy |
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|
2019
Q1 | $50K | Buy |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $20K | Buy |
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