ICA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-804
| Closed | -$19.4K | – | 1225 |
|
|
2024
Q1 | $19.4K | Buy |
804
+164
| +26% | +$3.95K | ﹤0.01% | 760 |
|
|
2023
Q4 | $15.5K | Buy |
+640
| New | +$15.5K | ﹤0.01% | 788 |
|
|
2023
Q3 | – | Sell |
-526
| Closed | -$12.6K | – | 1029 |
|
|
2023
Q2 | $12.6K | Buy |
+526
| New | +$12.6K | ﹤0.01% | 797 |
|
|
2023
Q1 | – | Sell |
-584
| Closed | -$14.1K | – | 1358 |
|
|
2022
Q4 | $14.1K | Buy |
+584
| New | +$14.1K | ﹤0.01% | 760 |
|