PFA
Paradigm Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $357K | Hold |
7,022
| – | – | 0.08% | 151 |
|
|
2021
Q3 | $359K | Hold |
7,022
| – | – | 0.08% | 145 |
|
|
2021
Q2 | $360K | Hold |
7,022
| – | – | 0.08% | 145 |
|
|
2021
Q1 | $360K | Sell |
7,022
-134,752
| -95% | -$6.91M | 0.09% | 140 |
|
|
2020
Q4 | $7.29M | Sell |
141,774
-128,523
| -48% | -$6.61M | 1.97% | 14 |
|
|
2020
Q3 | $13.9M | Buy |
+270,297
| New | +$13.9M | 3.95% | 6 |
|