Proquility Private Wealth Partners’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
2021
Q3
Sell
-25,048
Closed -$641K 83
2021
Q2
$641K Buy
25,048
+1,226
+5% +$31.4K 0.24% 75
2021
Q1
$611K Sell
23,822
-1,644
-6% -$42.2K 0.24% 76
2020
Q4
$654K Buy
+25,466
New +$654K 0.3% 63