Koss-Olinger Consulting’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 |
-11,916
| Closed | -$288K | – | 265 |
|
|
2022
Q3 | $288K | Buy |
11,916
+36
| +0.3% | +$870 | 0.05% | 160 |
|
|
2022
Q2 | $292K | Sell |
11,880
-216
| -2% | -$5.31K | 0.05% | 133 |
|
|
2022
Q1 | $300K | Buy |
+12,096
| New | +$300K | 0.05% | 151 |
|
|
2021
Q4 | – | Sell |
-9,940
| Closed | -$254K | – | 250 |
|
|
2021
Q3 | $254K | Hold |
9,940
| – | – | 0.04% | 191 |
|
|
2021
Q2 | $255K | Hold |
9,940
| – | – | 0.04% | 200 |
|
|
2021
Q1 | $255K | Buy |
+9,940
| New | +$255K | 0.04% | 192 |
|