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 |
|