Curtis Advisory Group’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
2022
Q2
Sell
-19,354
Closed -$479K 96
2022
Q1
$479K Buy
+19,354
New +$486K 0.16% 53

Other funds holding SCHO

Curtis Advisory Group's SCHO Position: Q2 2022 in Review

Curtis Advisory Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 19,354 shares — an estimated $479K sold.

Curtis Advisory Group first reported a position in SCHO in Q1 2022 and held it in 1 quarter. The position peaked at $479K in Q1 2022. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

  • Curtis Advisory Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Curtis Advisory Group sold 19,354 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $479K.
  • Curtis Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 1 quarter.
  • Curtis Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $479K in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Curtis Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.