JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-80
| Closed | -$2K | – | 698 |
|
|
2022
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 664 |
|
|
2022
Q1 | $2K | Sell |
80
-102
| -56% | -$2.55K | ﹤0.01% | 644 |
|
|
2021
Q4 | $5K | Hold |
182
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $5K | Hold |
182
| – | – | ﹤0.01% | 593 |
|
|
2021
Q2 | $5K | Hold |
182
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $5K | Hold |
182
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $5K | Hold |
182
| – | – | ﹤0.01% | 498 |
|
|
2020
Q3 | $5K | Hold |
182
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $5K | Hold |
182
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $5K | Hold |
182
| – | – | ﹤0.01% | 452 |
|
|
2019
Q4 | $5K | Hold |
182
| – | – | ﹤0.01% | 501 |
|
|
2019
Q3 | $5K | Hold |
182
| – | – | ﹤0.01% | 480 |
|
|
2019
Q2 | $5K | Hold |
182
| – | – | ﹤0.01% | 518 |
|
|
2019
Q1 | $5K | Buy |
182
+96
| +112% | +$2.64K | ﹤0.01% | 456 |
|
|
2018
Q4 | $2K | Sell |
86
-964
| -92% | -$22.4K | ﹤0.01% | 486 |
|
|
2018
Q3 | $26K | Buy |
+1,050
| New | +$26K | 0.01% | 290 |
|