Choate Investment Advisors’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 |
-5,978
| Closed | -$147K | – | 314 |
|
|
2022
Q2 | $147K | Sell |
5,978
-7,206
| -55% | -$177K | 0.01% | 262 |
|
|
2022
Q1 | $327K | Sell |
13,184
-50
| -0.4% | -$1.24K | 0.02% | 237 |
|
|
2021
Q4 | $336K | Buy |
13,234
+13,184
| +26,368% | +$335K | 0.02% | 219 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 336 |
|