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Opes Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Opes Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14,000
Closed -$360K – 85
2020
Q4 		$360K Hold
14,000
– – 0.17% 57
2020
Q3 		$361K Hold
14,000
– – 0.17% 52
2020
Q2 		$361K Buy
+14,000
New +$361K 0.18% 48