Kades & Cheifetz’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
Q4 | $3.88M | Sell |
161,308
-48,894
| -23% | -$1.18M | 1.99% | 15 |
|
|
2024
Q3 | $5.15M | Buy |
210,202
+8,282
| +4% | +$203K | 2.95% | 9 |
|
|
2024
Q2 | $4.86M | Buy |
201,920
+1,722
| +0.9% | +$41.4K | 3.06% | 9 |
|
|
2024
Q1 | $4.83M | Buy |
200,198
+3,246
| +2% | +$78.2K | 3.09% | 9 |
|
|
2023
Q4 | $4.77M | Sell |
196,952
-5,812
| -3% | -$141K | 3.38% | 8 |
|
|
2023
Q3 | $4.86M | Buy |
202,764
+1,506
| +0.7% | +$36.1K | 3.84% | 8 |
|
|
2023
Q2 | $4.84M | Buy |
201,258
+1,296
| +0.6% | +$31.1K | 3.71% | 9 |
|
|
2023
Q1 | $4.88M | Buy |
199,962
+1,200
| +0.6% | +$29.3K | 3.85% | 7 |
|
|
2022
Q4 | $4.79M | Buy |
+198,762
| New | +$4.79M | 4.01% | 7 |
|