McClarren Financial Advisors’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
Q1
Sell
-2,614
Closed -$63K 415
2023
Q4
$63K Sell
2,614
-1,608
-38% -$38.8K 0.05% 136
2023
Q3
$101K Sell
4,222
-10,740
-72% -$257K 0.09% 99
2023
Q2
$359K Buy
+14,962
New +$359K 0.3% 52