Pillar Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-41,924
| Closed | -$1.01M | – | 53 |
|
|
2024
Q2 | $1.01M | Sell |
41,924
-21,220
| -34% | -$511K | 1.21% | 23 |
|
|
2024
Q1 | $1.52M | Sell |
63,144
-3,420
| -5% | -$82.4K | 1.15% | 21 |
|
|
2023
Q4 | $1.61M | Sell |
66,564
-5,458
| -8% | -$132K | 1.24% | 21 |
|
|
2023
Q3 | $1.72M | Sell |
72,022
-2,694
| -4% | -$64.5K | 1.49% | 15 |
|
|
2023
Q2 | $1.8M | Sell |
74,716
-2,234
| -3% | -$53.7K | 1.5% | 12 |
|
|
2023
Q1 | $1.88M | Sell |
76,950
-1,420
| -2% | -$34.6K | 1.87% | 10 |
|
|
2022
Q4 | $1.89M | Sell |
78,370
-71,512
| -48% | -$1.72M | 1.82% | 11 |
|
|
2022
Q3 | $3.62M | Buy |
149,882
+6,270
| +4% | +$151K | 3.6% | 6 |
|
|
2022
Q2 | $3.53M | Buy |
143,612
+85,850
| +149% | +$2.11M | 3.59% | 6 |
|
|
2022
Q1 | $1.43M | Sell |
57,762
-9,760
| -14% | -$242K | 1.38% | 21 |
|
|
2021
Q4 | $1.72M | Buy |
+67,522
| New | +$1.72M | 1.63% | 16 |
|