Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,054
| Closed | -$242K | – | 670 |
|
|
2023
Q2 | $242K | Sell |
10,054
-1,906
| -16% | -$45.8K | 0.01% | 525 |
|
|
2023
Q1 | $292K | Buy |
11,960
+2,616
| +28% | +$63.8K | 0.01% | 407 |
|
|
2022
Q4 | $225K | Sell |
9,344
-41,504
| -82% | -$1M | 0.01% | 505 |
|
|
2022
Q3 | $1.23M | Buy |
50,848
+174
| +0.3% | +$4.2K | 0.06% | 95 |
|
|
2022
Q2 | $1.25M | Buy |
+50,674
| New | +$1.25M | 0.06% | 103 |
|