FAS Wealth Partners’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
Q4 | – | Sell |
-518
| Closed | -$12.7K | – | 447 |
|
|
2024
Q3 | $12.7K | Hold |
518
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $12.5K | Hold |
518
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $12.5K | Buy |
+518
| New | +$12.5K | ﹤0.01% | 404 |
|
|
2019
Q3 | – | Sell |
-12,428
| Closed | -$314K | – | 192 |
|
|
2019
Q2 | $314K | Sell |
12,428
-2,728
| -18% | -$68.9K | 0.06% | 158 |
|
|
2019
Q1 | $380K | Buy |
+15,156
| New | +$380K | 0.07% | 150 |
|