Beaumont Financial Advisors’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
2020
Q4
Sell
-12,012
Closed -$309K 352
2020
Q3
$309K Sell
12,012
-23,058
-66% -$593K 0.03% 258
2020
Q2
$905K Sell
35,070
-1,302,484
-97% -$33.6M 0.09% 144
2020
Q1
$34.6M Buy
+1,337,554
New +$34.6M 4.37% 4