Landmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $355K | Sell |
14,634
-1,542
| -10% | -$37.4K | 0.13% | 69 |
|
|
2023
Q3 | $387K | Sell |
16,176
-310
| -2% | -$7.42K | 0.16% | 63 |
|
|
2023
Q2 | $396K | Buy |
16,486
+332
| +2% | +$7.98K | 0.16% | 64 |
|
|
2023
Q1 | $394K | Sell |
16,154
-286
| -2% | -$6.98K | 0.17% | 64 |
|
|
2022
Q4 | $397K | Sell |
16,440
-446
| -3% | -$10.8K | 0.18% | 62 |
|
|
2022
Q3 | $407K | Sell |
16,886
-312
| -2% | -$7.52K | 0.22% | 58 |
|
|
2022
Q2 | $423K | Sell |
17,198
-54
| -0.3% | -$1.33K | 0.21% | 57 |
|
|
2022
Q1 | $425K | Sell |
17,252
-3,550
| -17% | -$87.5K | 0.2% | 58 |
|
|
2021
Q4 | $529K | Sell |
20,802
-9,528
| -31% | -$242K | 0.24% | 52 |
|
|
2021
Q3 | $778K | Buy |
30,330
+3,562
| +13% | +$91.4K | 0.42% | 32 |
|
|
2021
Q2 | $686K | Sell |
26,768
-3,562
| -12% | -$91.3K | 0.33% | 38 |
|
|
2021
Q1 | $778K | Sell |
30,330
-4,014
| -12% | -$103K | 0.42% | 32 |
|
|
2020
Q4 | $882K | Sell |
34,344
-9,740
| -22% | -$250K | 0.5% | 29 |
|
|
2020
Q3 | $1.13M | Sell |
44,084
-14,140
| -24% | -$364K | 0.72% | 26 |
|
|
2020
Q2 | $1.5M | Sell |
58,224
-23,092
| -28% | -$595K | 0.98% | 24 |
|
|
2020
Q1 | $2.1M | Sell |
81,316
-13,604
| -14% | -$352K | 1.44% | 16 |
|
|
2019
Q4 | $2.4M | Sell |
94,920
-4,190
| -4% | -$106K | 1.4% | 16 |
|
|
2019
Q3 | $2.51M | Buy |
99,110
+2,258
| +2% | +$57.1K | 1.56% | 15 |
|
|
2019
Q2 | $2.45M | Buy |
96,852
+23,074
| +31% | +$583K | 1.5% | 15 |
|
|
2019
Q1 | $1.85M | Sell |
73,778
-1,912
| -3% | -$48K | 1.21% | 18 |
|
|
2018
Q4 | $1.89M | Sell |
75,690
-1,382
| -2% | -$34.5K | 1.23% | 19 |
|
|
2018
Q3 | $1.91M | Buy |
77,072
+12,146
| +19% | +$301K | 1.14% | 19 |
|
|
2018
Q2 | $1.61M | Buy |
64,926
+14,102
| +28% | +$351K | 1% | 19 |
|
|
2018
Q1 | $1.27M | Buy |
+50,824
| New | +$1.27M | 0.8% | 24 |
|