ML
McAdam LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,289
| Closed | -$207K | – | 218 |
|
|
2022
Q3 | $207K | Buy |
+4,289
| New | +$207K | 0.02% | 206 |
|
|
2018
Q4 | – | Sell |
-911
| Closed | -$45K | – | 503 |
|
|
2018
Q3 | $45K | Hold |
911
| – | – | 0.02% | 177 |
|
|
2018
Q2 | $45K | Sell |
911
-32
| -3% | -$1.58K | 0.02% | 161 |
|
|
2018
Q1 | $47K | Buy |
+943
| New | +$47K | 0.02% | 164 |
|
|
2017
Q2 | – | Sell |
-4,443
| Closed | -$224K | – | 48 |
|
|
2017
Q1 | $224K | Sell |
4,443
-88
| -2% | -$4.44K | 0.21% | 41 |
|
|
2016
Q4 | $228K | Buy |
+4,531
| New | +$228K | 0.23% | 46 |
|