Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,066
| Closed | -$229K | – | 115 |
|
|
2019
Q3 | $229K | Sell |
9,066
-22,220
| -71% | -$561K | 0.14% | 99 |
|
|
2019
Q2 | $791K | Sell |
31,286
-266
| -0.8% | -$6.73K | 0.47% | 48 |
|
|
2019
Q1 | $792K | Sell |
31,552
-2,084
| -6% | -$52.3K | 0.47% | 49 |
|
|
2018
Q4 | $839K | Sell |
33,636
-8,552
| -20% | -$213K | 0.58% | 40 |
|
|
2018
Q3 | $1.05M | Sell |
42,188
-620
| -1% | -$15.4K | 0.65% | 35 |
|
|
2018
Q2 | $1.07M | Buy |
42,808
+166
| +0.4% | +$4.13K | 0.7% | 35 |
|
|
2018
Q1 | $1.06M | Sell |
42,642
-1,454
| -3% | -$36.2K | 0.74% | 34 |
|
|
2017
Q4 | $1.1M | Sell |
44,096
-11,108
| -20% | -$278K | 0.69% | 37 |
|
|
2017
Q3 | $1.39M | Buy |
55,204
+29,804
| +117% | +$751K | 0.91% | 32 |
|
|
2017
Q2 | $640K | Buy |
+25,400
| New | +$640K | 0.44% | 48 |
|