Chicago 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
2022
Q3
Sell
-507,562
Closed -$12.5M 35
2022
Q2
$12.5M Buy
+507,562
New +$12.5M 11.15% 3
2020
Q2
Sell
-20,476
Closed -$530K 26
2020
Q1
$530K Buy
20,476
+174
+0.9% +$4.5K 0.63% 8
2019
Q4
$512K Buy
+20,302
New +$512K 0.49% 22