PCS
Personal CFO Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,079
| Closed | -$244K | – | 493 |
|
|
2023
Q2 | $244K | Buy |
5,079
+115
| +2% | +$5.53K | 0.05% | 389 |
|
|
2023
Q1 | $242K | Buy |
+4,964
| New | +$242K | 0.05% | 379 |
|
|
2022
Q4 | – | Sell |
-6,317
| Closed | -$305K | – | 492 |
|
|
2022
Q3 | $305K | Hold |
6,317
| – | – | 0.08% | 249 |
|
|
2022
Q2 | $311K | Buy |
+6,317
| New | +$311K | 0.07% | 255 |
|
|
2020
Q3 | – | Sell |
-22,178
| Closed | -$1.15M | – | 298 |
|
|
2020
Q2 | $1.15M | Sell |
22,178
-39,250
| -64% | -$2.03M | 0.34% | 68 |
|
|
2020
Q1 | $3.18M | Buy |
+61,428
| New | +$3.18M | 1.14% | 17 |
|