Family Asset Management’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
Q3 | $1.02M | Sell |
41,606
-2,450
| -6% | -$60K | 0.61% | 38 |
|
|
2024
Q2 | $1.06M | Sell |
44,056
-27,536
| -38% | -$663K | 0.68% | 35 |
|
|
2024
Q1 | $1.73M | Sell |
71,592
-940
| -1% | -$22.7K | 1.08% | 21 |
|
|
2023
Q4 | $1.76M | Buy |
72,532
+21,046
| +41% | +$510K | 1.17% | 19 |
|
|
2023
Q3 | $1.23M | Buy |
51,486
+42,514
| +474% | +$1.02M | 0.91% | 28 |
|
|
2023
Q2 | $216K | Sell |
8,972
-3,772
| -30% | -$90.6K | 0.15% | 98 |
|
|
2023
Q1 | $311K | Sell |
12,744
-10,878
| -46% | -$265K | 0.23% | 74 |
|
|
2022
Q4 | $570K | Buy |
+23,622
| New | +$570K | 0.47% | 52 |
|