EWM
Empirical Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,227
| Closed | -$366K | – | 333 |
|
|
2019
Q3 | $366K | Buy |
7,227
+2,398
| +50% | +$121K | 0.04% | 202 |
|
|
2019
Q2 | $244K | Buy |
+4,829
| New | +$244K | 0.03% | 226 |
|
|
2019
Q1 | – | Sell |
-4,152
| Closed | -$207K | – | 242 |
|
|
2018
Q4 | $207K | Buy |
+4,152
| New | +$207K | 0.04% | 187 |
|
|
2018
Q1 | – | Sell |
-8,982
| Closed | -$449K | – | 174 |
|
|
2017
Q4 | $449K | Buy |
+8,982
| New | +$449K | 0.1% | 96 |
|