LWM
Liberty Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,245
| Closed | -$165K | – | 180 |
|
|
2021
Q4 | $165K | Sell |
3,245
-3,646
| -53% | -$185K | 7.16% | 3 |
|
|
2021
Q3 | $353K | Buy |
6,891
+6,890
| +689,000% | +$353K | 0.13% | 105 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1168 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 1037 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 943 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 968 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 980 |
|
|
2019
Q4 | $0 | Sell |
1
-929
| -100% | – | ﹤0.01% | 960 |
|
|
2019
Q3 | $47K | Buy |
+930
| New | +$47K | 0.04% | 235 |
|