Clear Perspectives Financial Planning’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
Q2 | – | Sell |
-29,856
| Closed | -$740K | – | 224 |
|
|
2022
Q1 | $740K | Sell |
29,856
-30,346
| -50% | -$752K | 0.28% | 37 |
|
|
2021
Q4 | $1.53M | Sell |
60,202
-8,366
| -12% | -$213K | 0.62% | 27 |
|
|
2021
Q3 | $1.76M | Buy |
68,568
+15,206
| +28% | +$389K | 0.8% | 26 |
|
|
2021
Q2 | $1.37M | Buy |
53,362
+6,662
| +14% | +$171K | 0.66% | 28 |
|
|
2021
Q1 | $1.2M | Sell |
46,700
-20,380
| -30% | -$523K | 0.69% | 29 |
|
|
2020
Q4 | $1.72M | Buy |
+67,080
| New | +$1.72M | 1.09% | 23 |
|