HA
Harborview Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $589K | Buy |
11,498
+1,363
| +13% | +$69.8K | 0.33% | 61 |
|
|
2021
Q2 | $519K | Sell |
10,135
-4,380
| -30% | -$224K | 0.29% | 63 |
|
|
2021
Q1 | $745K | Sell |
14,515
-935
| -6% | -$48K | 0.45% | 51 |
|
|
2020
Q4 | $794K | Sell |
15,450
-1,474
| -9% | -$75.8K | 0.53% | 45 |
|
|
2020
Q3 | $872K | Buy |
16,924
+162
| +1% | +$8.35K | 0.67% | 33 |
|
|
2020
Q2 | $865K | Sell |
16,762
-2,797
| -14% | -$144K | 0.72% | 30 |
|
|
2020
Q1 | $1.01M | Buy |
19,559
+5,076
| +35% | +$263K | 1.01% | 19 |
|
|
2019
Q4 | $731K | Buy |
14,483
+783
| +6% | +$39.5K | 0.56% | 35 |
|
|
2019
Q3 | $693K | Sell |
13,700
-435
| -3% | -$22K | 0.56% | 36 |
|
|
2019
Q2 | $715K | Buy |
+14,135
| New | +$715K | 0.58% | 37 |
|