BerganKDV 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
Q2 | $5.34K | Hold |
222
| – | – | ﹤0.01% | 603 |
|
|
2023
Q1 | $5.42K | Hold |
222
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $5.36K | Hold |
222
| – | – | ﹤0.01% | 666 |
|
|
2022
Q3 | $5K | Hold |
222
| – | – | ﹤0.01% | 689 |
|
|
2022
Q2 | $5K | Sell |
222
-90
| -29% | -$2.03K | ﹤0.01% | 713 |
|
|
2022
Q1 | $8K | Hold |
312
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $8K | Hold |
312
| – | – | ﹤0.01% | 710 |
|
|
2021
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 679 |
|
|
2021
Q2 | $8K | Hold |
312
| – | – | ﹤0.01% | 643 |
|
|
2021
Q1 | $8K | Hold |
312
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $8K | Hold |
312
| – | – | ﹤0.01% | 603 |
|
|
2020
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $8K | Hold |
312
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $8K | Sell |
312
-514
| -62% | -$13.2K | ﹤0.01% | 521 |
|
|
2019
Q4 | $21K | Buy |
+826
| New | +$21K | ﹤0.01% | 443 |
|
|
2016
Q2 | – | Sell |
-12,686
| Closed | -$322K | – | 140 |
|
|
2016
Q1 | $322K | Buy |
+12,686
| New | +$322K | 0.19% | 120 |
|