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Clifford Swan Investment Counsel’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clifford Swan Investment Counsel’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,320
Closed -$225K – 306
2022
Q4 		$225K Hold
9,320
– – 0.01% 288
2022
Q3 		$225K Hold
9,320
– – 0.01% 291
2022
Q2 		$229K Buy
+9,320
New +$229K 0.01% 303