Harvest Group Wealth 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
Q1 | $9.77M | Sell |
400,600
-138,902
| -26% | -$3.39M | 6.07% | 2 |
|
|
2022
Q4 | $13M | Sell |
539,502
-54,708
| -9% | -$1.32M | 8.54% | 1 |
|
|
2022
Q3 | $14.3M | Sell |
594,210
-27,110
| -4% | -$652K | 9.5% | 1 |
|
|
2022
Q2 | $15.3M | Sell |
621,320
-16,880
| -3% | -$417K | 9.45% | 1 |
|
|
2022
Q1 | $15.8M | Buy |
+638,200
| New | +$15.8M | 8.99% | 1 |
|
|
2019
Q2 | – | Sell |
-70
| Closed | -$2K | – | 989 |
|
|
2019
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 671 |
|
|
2018
Q4 | – | Sell |
-8,526
| Closed | -$211K | – | 36 |
|
|
2018
Q3 | $211K | Buy |
+8,526
| New | +$211K | 0.15% | 31 |
|