Liberty Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-13,000
| Closed | -$323K | – | 113 |
|
2018
Q2 | $323K | Sell |
13,000
-1,600
| -11% | -$39.8K | 0.19% | 87 |
|
2018
Q1 | $364K | Hold |
14,600
| – | – | 0.22% | 85 |
|
2017
Q4 | $365K | Hold |
14,600
| – | – | 0.19% | 90 |
|
2017
Q3 | $367K | Sell |
14,600
-400
| -3% | -$10.1K | 0.2% | 94 |
|
2017
Q2 | $378K | Buy |
+15,000
| New | +$378K | 0.23% | 88 |
|