Marshall Financial Group (Pennsylvania)’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
2019
Q3
Sell
-9,960
Closed -$252K 50
2019
Q2
$252K Buy
9,960
+12
+0.1% +$304 0.19% 45
2019
Q1
$250K Buy
9,948
+6
+0.1% +$151 0.2% 44
2018
Q4
$248K Buy
+9,942
New +$248K 0.24% 42