Concert Wealth Management’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
2016
Q2
Sell
-12,404
Closed -$317K 714
2016
Q1
$317K Buy
+12,404
New +$317K 0.04% 442
2015
Q4
Sell
-71,968
Closed -$1.83M 736
2015
Q3
$1.83M Buy
+71,968
New +$1.83M 0.25% 93