LifePlan Financial Group’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
2020
Q3
$29K Hold
1,130
0.01% 300
2020
Q2
$29K Sell
1,130
-272
-19% -$6.98K 0.01% 296
2020
Q1
$36K Buy
1,402
+272
+24% +$6.98K 0.02% 255
2019
Q4
$29K Hold
1,130
0.01% 304
2019
Q3
$29K Hold
1,130
0.01% 300
2019
Q2
$29K Hold
1,130
0.01% 295
2019
Q1
$28K Hold
1,130
0.01% 309
2018
Q4
$28K Hold
1,130
0.02% 293
2018
Q3
$28K Buy
+1,130
New +$28K 0.02% 304