Pinnacle Family 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
Q2 | – | Sell |
-12,516
| Closed | -$324K | – | 93 |
|
|
2020
Q1 | $324K | Sell |
12,516
-15,288
| -55% | -$396K | 0.39% | 42 |
|
|
2019
Q4 | $702K | Sell |
27,804
-1,650
| -6% | -$41.7K | 0.63% | 37 |
|
|
2019
Q3 | $745K | Sell |
29,454
-27,608
| -48% | -$698K | 0.66% | 37 |
|
|
2019
Q2 | $1.44M | Buy |
57,062
+6,166
| +12% | +$156K | 1.2% | 22 |
|
|
2019
Q1 | $1.28M | Sell |
50,896
-52,250
| -51% | -$1.31M | 1.14% | 29 |
|
|
2018
Q4 | $2.57M | Buy |
+103,146
| New | +$2.57M | 1.73% | 17 |
|
|
2018
Q3 | – | Sell |
-14,554
| Closed | -$362K | – | 75 |
|
|
2018
Q2 | $362K | Sell |
14,554
-262
| -2% | -$6.52K | 0.19% | 57 |
|
|
2018
Q1 | $369K | Buy |
+14,816
| New | +$369K | 0.21% | 51 |
|