Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,850
| Closed | -$71K | – | 211 |
|
|
2017
Q1 | $71K | Buy |
+2,850
| New | +$71K | 0.05% | 110 |
|
|
2015
Q4 | – | Sell |
-2,850
| Closed | -$72K | – | 245 |
|
|
2015
Q3 | $72K | Buy |
2,850
+1,580
| +124% | +$39.9K | 0.05% | 115 |
|
|
2015
Q2 | $32K | Buy |
+1,270
| New | +$32K | 0.02% | 150 |
|
|
2015
Q1 | – | Sell |
-2,970
| Closed | -$75K | – | 231 |
|
|
2014
Q4 | $75K | Hold |
2,970
| – | – | 0.04% | 122 |
|
|
2014
Q3 | $75K | Buy |
2,970
+1,070
| +56% | +$27K | 0.04% | 137 |
|
|
2014
Q2 | $48K | Hold |
1,900
| – | – | 0.02% | 164 |
|
|
2014
Q1 | $48K | Sell |
1,900
-2,350
| -55% | -$59.4K | 0.03% | 150 |
|
|
2013
Q4 | $107K | Hold |
4,250
| – | – | 0.08% | 95 |
|
|
2013
Q3 | $107K | Buy |
4,250
+3,300
| +347% | +$83.1K | 0.09% | 78 |
|
|
2013
Q2 | $24K | Buy |
+950
| New | +$24K | 0.02% | 165 |
|