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Bluesphere Advisors’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
Q2 | – | Sell |
-41,454
| Closed | -$2M | – | 103 |
|
|
2024
Q1 | $2M | Hold |
41,454
| – | – | 1.11% | 17 |
|
|
2023
Q4 | $2.01M | Hold |
41,454
| – | – | 1.25% | 15 |
|
|
2023
Q3 | $1.99M | Hold |
41,454
| – | – | 1.43% | 13 |
|
|
2023
Q2 | $1.99M | Hold |
41,454
| – | – | 1.39% | 15 |
|
|
2023
Q1 | $2.02M | Hold |
41,454
| – | – | 1.68% | 12 |
|
|
2022
Q4 | $2M | Buy |
+41,454
| New | +$2M | 1.77% | 10 |
|