Pathway Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,400
| Closed | -$238K | – | 115 |
|
|
2019
Q4 | $238K | Sell |
9,400
-154
| -2% | -$3.9K | 0.07% | 110 |
|
|
2019
Q3 | $241K | Hold |
9,554
| – | – | 0.07% | 88 |
|
|
2019
Q2 | $242K | Sell |
9,554
-5,000
| -34% | -$127K | 0.07% | 85 |
|
|
2019
Q1 | $365K | Hold |
14,554
| – | – | 0.11% | 64 |
|
|
2018
Q4 | $363K | Hold |
14,554
| – | – | 0.2% | 62 |
|
|
2018
Q3 | $362K | Buy |
+14,554
| New | +$362K | 0.2% | 62 |
|
|
2018
Q1 | – | Sell |
-2,444
| Closed | -$61K | – | 464 |
|
|
2017
Q4 | $61K | Buy |
+2,444
| New | +$61K | 0.04% | 228 |
|