Morton Brown Family Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $25.9K | Hold |
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|
2024
Q1 | $25.9K | Sell |
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|
2023
Q4 | $38.3K | Sell |
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|
2023
Q3 | $59.2K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $553K | Sell |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $661K | Buy |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $890K | Buy |
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