Betterment LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,149
| Closed | -$298K | – | 362 |
|
|
2023
Q4 | $298K | Buy |
6,149
+161
| +3% | +$7.8K | ﹤0.01% | 278 |
|
|
2023
Q3 | $287K | Buy |
5,988
+177
| +3% | +$8.48K | ﹤0.01% | 262 |
|
|
2023
Q2 | $279K | Sell |
5,811
-435
| -7% | -$20.9K | ﹤0.01% | 254 |
|
|
2023
Q1 | $305K | Buy |
6,246
+525
| +9% | +$25.6K | ﹤0.01% | 231 |
|
|
2022
Q4 | $276K | Buy |
+5,721
| New | +$276K | ﹤0.01% | 227 |
|
|
2022
Q2 | – | Sell |
-4,558
| Closed | -$226K | – | 239 |
|
|
2022
Q1 | $226K | Buy |
+4,558
| New | +$226K | ﹤0.01% | 216 |
|