Reliant Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,504,656
| Closed | -$36.3M | – | 14 |
|
|
2022
Q3 | $36.3M | Buy |
1,504,656
+49,316
| +3% | +$1.19M | 15.42% | 3 |
|
|
2022
Q2 | $35.8M | Sell |
1,455,340
-104,834
| -7% | -$2.58M | 15.02% | 3 |
|
|
2022
Q1 | $38.6M | Buy |
1,560,174
+111,810
| +8% | +$2.77M | 19.1% | 4 |
|
|
2021
Q4 | $36.8M | Buy |
1,448,364
+113,058
| +8% | +$2.87M | 17.91% | 4 |
|
|
2021
Q3 | $34.2M | Buy |
1,335,306
+52,390
| +4% | +$1.34M | 18.11% | 4 |
|
|
2021
Q2 | $32.9M | Buy |
1,282,916
+63,916
| +5% | +$1.64M | 17.56% | 4 |
|
|
2021
Q1 | $31.3M | Buy |
1,219,000
+64,668
| +6% | +$1.66M | 18.13% | 4 |
|
|
2020
Q4 | $29.7M | Buy |
1,154,332
+37,956
| +3% | +$975K | 17.69% | 4 |
|
|
2020
Q3 | $28.7M | Buy |
1,116,376
+35,258
| +3% | +$908K | 18.76% | 4 |
|
|
2020
Q2 | $27.9M | Buy |
1,081,118
+13,626
| +1% | +$352K | 17.33% | 3 |
|
|
2020
Q1 | $27.6M | Buy |
+1,067,492
| New | +$27.6M | 14.4% | 4 |
|