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Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51
Closed -$2.44K – 591
2023
Q3 		$2.44K Sell
51
-648
-93% -$31K ﹤0.01% 582
2023
Q2 		$33.6K Buy
+699
New +$33.6K ﹤0.01% 465