DFPG Investments’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
2023
Q2
Sell
-286,424
Closed -$6.99M 589
2023
Q1
$6.99M Buy
286,424
+19,314
+7% +$471K 0.75% 21
2022
Q4
$6.48M Buy
+267,110
New +$6.48M 1.07% 15