Morton Brown Family Wealth’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
Q3 | – | Sell |
-1,074
| Closed | -$25.9K | – | 277 |
|
|
2024
Q2 | $25.9K | Hold |
1,074
| – | – | 0.01% | 117 |
|
|
2024
Q1 | $25.9K | Sell |
1,074
-508
| -32% | -$12.2K | 0.01% | 111 |
|
|
2023
Q4 | $38.3K | Sell |
1,582
-892
| -36% | -$21.6K | 0.02% | 114 |
|
|
2023
Q3 | $59.2K | Sell |
2,474
-11,356
| -82% | -$272K | 0.03% | 72 |
|
|
2023
Q2 | $332K | Sell |
13,830
-5,840
| -30% | -$140K | 0.18% | 39 |
|
|
2023
Q1 | $480K | Sell |
19,670
-3,254
| -14% | -$79.4K | 0.29% | 35 |
|
|
2022
Q4 | $553K | Sell |
22,924
-784
| -3% | -$18.9K | 0.38% | 30 |
|
|
2022
Q3 | $572K | Sell |
23,708
-3,174
| -12% | -$76.6K | 0.46% | 27 |
|
|
2022
Q2 | $661K | Buy |
26,882
+3,388
| +14% | +$83.3K | 0.51% | 24 |
|
|
2022
Q1 | $582K | Sell |
23,494
-11,506
| -33% | -$285K | 0.44% | 28 |
|
|
2021
Q4 | $890K | Buy |
+35,000
| New | +$890K | 0.68% | 22 |
|