Mascoma Wealth 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
Q3 | – | Sell |
-324
| Closed | -$7.8K | – | 491 |
|
2024
Q2 | $7.8K | Hold |
324
| – | – | ﹤0.01% | 357 |
|
2024
Q1 | $7.81K | Hold |
324
| – | – | ﹤0.01% | 338 |
|
2023
Q4 | $7.85K | Hold |
324
| – | – | ﹤0.01% | 338 |
|
2023
Q3 | $7.76K | Hold |
324
| – | – | ﹤0.01% | 342 |
|
2023
Q2 | $7.78K | Hold |
324
| – | – | ﹤0.01% | 341 |
|
2023
Q1 | $7.9K | Hold |
324
| – | – | ﹤0.01% | 431 |
|
2022
Q4 | $7.82K | Buy |
+324
| New | +$7.82K | ﹤0.01% | 438 |
|