Gupta Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $101K | Hold |
3,980
| – | – | 0.02% | 326 |
|
|
2015
Q4 | $100K | Sell |
3,980
-4,620
| -54% | -$116K | 0.03% | 321 |
|
|
2015
Q3 | $218K | Sell |
8,600
-2,800
| -25% | -$71K | 0.05% | 238 |
|
|
2015
Q2 | $289K | Buy |
11,400
+38
| +0.3% | +$963 | 0.07% | 205 |
|
|
2015
Q1 | $288K | Buy |
+11,362
| New | +$288K | 0.08% | 179 |
|