Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.59K | Hold |
64
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q3 | $1.55K | Hold |
64
| – | – | ﹤0.01% | 840 |
|
|
2023
Q2 | $1.54K | Buy |
+64
| New | +$1.54K | ﹤0.01% | 886 |
|
|
2022
Q3 | – | Sell |
-792
| Closed | -$19K | – | 1003 |
|
|
2022
Q2 | $19K | Hold |
792
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $20K | Buy |
792
+302
| +62% | +$7.63K | ﹤0.01% | 459 |
|
|
2021
Q4 | $12K | Hold |
490
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $13K | Buy |
+490
| New | +$13K | ﹤0.01% | 500 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$1K | – | 732 |
|
|
2020
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 570 |
|