Confluence Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $751K | Sell |
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2020
Q2 | $4.33M | Buy |
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|
2020
Q1 | $3.36M | Buy |
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|
2019
Q4 | $661K | Sell |
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|
2019
Q3 | $751K | Sell |
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|
2019
Q2 | $793K | Sell |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $1.01M | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.54M | Buy |
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|
2017
Q3 | $1.43M | Sell |
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|
2017
Q2 | $1.49M | Sell |
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|
2017
Q1 | $1.57M | Buy |
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|
2016
Q4 | $1.52M | Sell |
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|
2016
Q3 | $1.81M | Buy |
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|
2016
Q2 | $1.75M | Buy |
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|
2016
Q1 | $1.66M | Buy |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $823K | Buy |
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|
2015
Q2 | $672K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $3.92M | Sell |
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|
2014
Q2 | $3.95M | Sell |
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|
2014
Q1 | $3.96M | Buy |
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