Hilton Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $622K | Hold |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $457K | Hold |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $583K | Sell |
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|
2020
Q3 | $858K | Sell |
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|
2020
Q2 | $27.8M | Sell |
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|
2020
Q1 | $154M | Buy |
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|
2019
Q4 | $146M | Buy |
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|
2019
Q3 | $122M | Sell |
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|
2019
Q2 | $130M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $62.5M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $25.9M | Buy |
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