NovaPoint Capital’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,668
| Closed | -$246K | – | 147 |
|
2021
Q4 | $246K | Buy |
+9,668
| New | +$246K | 0.09% | 120 |
|
2020
Q3 | – | Sell |
-8,210
| Closed | -$212K | – | 104 |
|
2020
Q2 | $212K | Buy |
8,210
+10
| +0.1% | +$258 | 0.16% | 85 |
|
2020
Q1 | $212K | Sell |
8,200
-9,112
| -53% | -$236K | 0.19% | 84 |
|
2019
Q4 | $437K | Buy |
+17,312
| New | +$437K | 0.34% | 72 |
|