Parisi Gray Wealth Management’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
Q2 | – | Sell |
-180,222
| Closed | -$4.46M | – | 114 |
|
|
2022
Q1 | $4.46M | Sell |
180,222
-33,390
| -16% | -$827K | 1.81% | 14 |
|
|
2021
Q4 | $5.43M | Sell |
213,612
-197,850
| -48% | -$5.03M | 2.03% | 11 |
|
|
2021
Q3 | $10.5M | Buy |
411,462
+300,018
| +269% | +$7.68M | 4.36% | 5 |
|
|
2021
Q2 | $2.85M | Sell |
111,444
-15,210
| -12% | -$390K | 1.05% | 20 |
|
|
2021
Q1 | $3.25M | Buy |
126,654
+57,248
| +82% | +$1.47M | 1.36% | 16 |
|
|
2020
Q4 | $1.78M | Buy |
+69,406
| New | +$1.78M | 0.79% | 30 |
|