Clear Point 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
2024
Q4
Sell
-4,774
Closed -$117K 452
2024
Q3
$117K Buy
+4,774
New +$117K 0.09% 137
2024
Q2
Sell
-4,894
Closed -$118K 588
2024
Q1
$118K Sell
4,894
-1,486
-23% -$35.8K 0.1% 138
2023
Q4
$155K Buy
+6,380
New +$155K 0.14% 111