M&R 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-358
| Closed | -$8.67K | – | 622 |
|
2023
Q4 | $8.67K | Hold |
358
| – | – | ﹤0.01% | 418 |
|
2023
Q3 | $8.57K | Hold |
358
| – | – | ﹤0.01% | 398 |
|
2023
Q2 | $8.6K | Hold |
358
| – | – | ﹤0.01% | 402 |
|
2023
Q1 | $8.73K | Hold |
358
| – | – | ﹤0.01% | 392 |
|
2022
Q4 | $8.63K | Hold |
358
| – | – | ﹤0.01% | 367 |
|
2022
Q3 | $8K | Buy |
358
+272
| +316% | +$6.08K | ﹤0.01% | 344 |
|
2022
Q2 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 407 |
|