Fort Point Capital 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
2023
Q3
Sell
-9,890
Closed -$238K 289
2023
Q2
$238K Sell
9,890
-4,034
-29% -$96.9K 0.03% 236
2023
Q1
$340K Buy
+13,924
New +$340K 0.05% 196