CWM
Comprehensive Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-204,780
| Closed | -$9.92M | – | 30 |
|
|
2023
Q4 | $9.92M | Sell |
204,780
-4,207
| -2% | -$204K | 8.96% | 5 |
|
|
2023
Q3 | $10M | Sell |
208,987
-2,221
| -1% | -$106K | 9.42% | 3 |
|
|
2023
Q2 | $10.2M | Sell |
211,208
-2,719
| -1% | -$131K | 8.79% | 4 |
|
|
2023
Q1 | $10.4M | Buy |
213,927
+8,966
| +4% | +$437K | 8.6% | 4 |
|
|
2022
Q4 | $9.89M | Buy |
204,961
+1,932
| +1% | +$93.2K | 9.1% | 3 |
|
|
2022
Q3 | $9.8M | Buy |
+203,029
| New | +$9.8M | 9.88% | 3 |
|