Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70
| Closed | -$1.68K | – | 899 |
|
|
2023
Q3 | $1.68K | Buy |
+70
| New | +$1.68K | ﹤0.01% | 667 |
|
|
2022
Q4 | – | Sell |
-392
| Closed | -$9K | – | 967 |
|
|
2022
Q3 | $9K | Buy |
+392
| New | +$9K | ﹤0.01% | 603 |
|
|
2021
Q2 | – | Sell |
-446
| Closed | -$11K | – | 1083 |
|
|
2021
Q1 | $11K | Buy |
+446
| New | +$11K | ﹤0.01% | 638 |
|
|
2020
Q2 | – | Sell |
-204
| Closed | -$5K | – | 854 |
|
|
2020
Q1 | $5K | Buy |
+204
| New | +$5K | ﹤0.01% | 580 |
|
|
2019
Q2 | – | Sell |
-2,354
| Closed | -$59K | – | 833 |
|
|
2019
Q1 | $59K | Buy |
+2,354
| New | +$59K | 0.02% | 299 |
|