Kozak & Associates’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
Hold
0
444
2024
Q1
Sell
-174
Closed -$4.24K 454
2023
Q4
$4.24K Hold
174
﹤0.01% 288
2023
Q3
$4.15K Buy
+174
New +$4.15K ﹤0.01% 298