Maxim 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
2020
Q2
$2.79M Sell
108,042
-15,440
-13% -$398K 2.49% 11
2020
Q1
$3.19M Buy
123,482
+30,236
+32% +$782K 3.31% 9
2019
Q4
$2.33M Sell
93,246
-30,068
-24% -$750K 2.4% 12
2019
Q3
$3.12M Buy
123,314
+25,658
+26% +$649K 2.81% 10
2019
Q2
$2.47M Sell
97,656
-4,376
-4% -$111K 2.31% 13
2019
Q1
$2.56M Buy
102,032
+8,786
+9% +$220K 2.38% 13
2018
Q4
$2.33M Buy
+93,246
New +$2.33M 2.4% 12