Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $98.2K | Buy |
4,072
+2,036
| +100% | +$49.1K | 0.01% | 415 |
|
|
2022
Q3 | $49K | Hold |
2,036
| – | – | 0.02% | 404 |
|
|
2022
Q2 | $50.1K | Sell |
2,036
-300
| -13% | -$7.38K | 0.02% | 418 |
|
|
2022
Q1 | $58K | Buy |
+2,336
| New | +$58K | 0.02% | 456 |
|
|
2021
Q3 | $60K | Sell |
2,336
-134
| -5% | -$3.44K | 0.02% | 425 |
|
|
2021
Q2 | $63K | Buy |
+2,470
| New | +$63K | 0.02% | 423 |
|