Berger Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,768
| Closed | -$284K | – | 375 |
|
|
2024
Q1 | $284K | Buy |
11,768
+1,828
| +18% | +$44.1K | 0.02% | 286 |
|
|
2023
Q4 | $241K | Buy |
+9,940
| New | +$241K | 0.02% | 270 |
|
|
2022
Q4 | – | Sell |
-8,754
| Closed | -$211K | – | 267 |
|
|
2022
Q3 | $211K | Hold |
8,754
| – | – | 0.03% | 226 |
|
|
2022
Q2 | $215K | Hold |
8,754
| – | – | 0.03% | 226 |
|
|
2022
Q1 | $217K | Hold |
8,754
| – | – | 0.03% | 252 |
|
|
2021
Q4 | $223K | Buy |
+8,754
| New | +$223K | 0.03% | 239 |
|