JMG Financial Group’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 |
-17,468
| Closed | -$421K | – | 120 |
|
|
2024
Q1 | $421K | Buy |
17,468
+2,076
| +13% | +$50K | 0.02% | 90 |
|
|
2023
Q4 | $373K | Hold |
15,392
| – | – | 0.02% | 93 |
|
|
2023
Q3 | $369K | Buy |
15,392
+82
| +0.5% | +$1.96K | 0.02% | 86 |
|
|
2023
Q2 | $368K | Buy |
+15,310
| New | +$368K | 0.02% | 90 |
|
|
2019
Q2 | – | Sell |
-15,230
| Closed | -$382K | – | 74 |
|
|
2019
Q1 | $382K | Buy |
+15,230
| New | +$382K | 0.04% | 58 |
|