Ledge Wealth Management’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 | $2.5M | Buy |
103,288
+3,506
| +4% | +$84.9K | 0.97% | 30 |
|
|
2023
Q3 | $2.39M | Buy |
99,782
+9,114
| +10% | +$218K | 1.07% | 28 |
|
|
2023
Q2 | $2.18M | Buy |
90,668
+576
| +0.6% | +$13.8K | 1.04% | 26 |
|
|
2023
Q1 | $2.2M | Sell |
90,092
-20,618
| -19% | -$503K | 1.04% | 29 |
|
|
2022
Q4 | $2.67M | Buy |
110,710
+28,704
| +35% | +$692K | 1.22% | 22 |
|
|
2022
Q3 | $1.98M | Sell |
82,006
-43,174
| -34% | -$1.04M | 1.21% | 20 |
|
|
2022
Q2 | $3.08M | Buy |
125,180
+37,642
| +43% | +$926K | 1.89% | 13 |
|
|
2022
Q1 | $2.17M | Buy |
+87,538
| New | +$2.17M | 1.35% | 16 |
|