FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-400
| Closed | -$10K | – | 1294 |
|
|
2022
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 948 |
|
|
2021
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 915 |
|
|
2021
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 908 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 1136 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q1 | $0 | Sell |
4
-1,878
| -100% | – | ﹤0.01% | 1323 |
|
|
2018
Q4 | $47K | Buy |
+1,882
| New | +$47K | 0.02% | 385 |
|