Gradient Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18
| Closed | -$433 | – | 1089 |
|
|
2024
Q2 | $433 | Sell |
18
-492
| -96% | -$11.8K | ﹤0.01% | 1201 |
|
|
2024
Q1 | $12.3K | Buy |
510
+310
| +155% | +$7.48K | ﹤0.01% | 615 |
|
|
2023
Q4 | $4.86K | Buy |
200
+92
| +85% | +$2.24K | ﹤0.01% | 999 |
|
|
2023
Q3 | $2.6K | Hold |
108
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q2 | $2.61K | Sell |
108
-216
| -67% | -$5.22K | ﹤0.01% | 1100 |
|
|
2023
Q1 | $7.92K | Buy |
324
+108
| +50% | +$2.64K | ﹤0.01% | 858 |
|
|
2022
Q4 | $5.22K | Buy |
216
+60
| +38% | +$1.45K | ﹤0.01% | 924 |
|
|
2022
Q3 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 1015 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1360 |
|
|
2020
Q3 | – | Sell |
-1,250
| Closed | -$32K | – | 1209 |
|
|
2020
Q2 | $32K | Hold |
1,250
| – | – | ﹤0.01% | 446 |
|
|
2020
Q1 | $32K | Hold |
1,250
| – | – | ﹤0.01% | 427 |
|
|
2019
Q4 | $32K | Hold |
1,250
| – | – | ﹤0.01% | 485 |
|
|
2019
Q3 | $32K | Hold |
1,250
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $32K | Hold |
1,250
| – | – | ﹤0.01% | 442 |
|
|
2019
Q1 | $31K | Sell |
1,250
-600
| -32% | -$14.9K | ﹤0.01% | 393 |
|
|
2018
Q4 | $46K | Buy |
+1,850
| New | +$46K | ﹤0.01% | 352 |
|