Cooperman Leon G’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
Q1 | – | Sell |
-27,728
| Closed | -$672K | – | 52 |
|
|
2023
Q4 | $672K | Hold |
27,728
| – | – | 0.03% | 41 |
|
|
2023
Q3 | $664K | Hold |
27,728
| – | – | 0.03% | 43 |
|
|
2023
Q2 | $666K | Buy |
27,728
+13,786
| +99% | +$331K | 0.04% | 42 |
|
|
2023
Q1 | $340K | Buy |
+13,942
| New | +$340K | 0.02% | 48 |
|
|
2022
Q1 | – | Sell |
-61,088
| Closed | -$1.55M | – | 57 |
|
|
2021
Q4 | $1.55M | Buy |
61,088
+6,696
| +12% | +$170K | 0.08% | 48 |
|
|
2021
Q3 | $1.39M | Hold |
54,392
| – | – | 0.07% | 47 |
|
|
2021
Q2 | $1.39M | Buy |
+54,392
| New | +$1.39M | 0.08% | 48 |
|