KLI
Kelman-Lazarov Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,839
| Closed | -$406K | – | 78 |
|
|
2020
Q1 | $406K | Sell |
7,839
-120,634
| -94% | -$6.25M | 0.22% | 45 |
|
|
2019
Q4 | $6.49M | Buy |
128,473
+7,715
| +6% | +$389K | 2.92% | 10 |
|
|
2019
Q3 | $6.11M | Buy |
120,758
+57,622
| +91% | +$2.92M | 3.01% | 10 |
|
|
2019
Q2 | $3.19M | Buy |
+63,136
| New | +$3.19M | 1.64% | 14 |
|