Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
-1,588
| Closed | -$38K | – | 589 |
|
|
2023
Q3 | $38K | Hold |
1,588
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $38.2K | Hold |
1,588
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $38.7K | Hold |
1,588
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $38.3K | Hold |
1,588
| – | – | 0.01% | 278 |
|
|
2022
Q3 | $38K | Hold |
1,588
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $39K | Hold |
1,588
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $39K | Hold |
1,588
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $40K | Sell |
1,588
-666
| -30% | -$16.8K | 0.01% | 281 |
|
|
2021
Q3 | $58K | Hold |
2,254
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $58K | Buy |
+2,254
| New | +$58K | 0.01% | 264 |
|
|
2019
Q3 | – | Sell |
-452
| Closed | -$11K | – | 537 |
|
|
2019
Q2 | $11K | Buy |
+452
| New | +$11K | ﹤0.01% | 370 |
|