Reston Wealth Management’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
Q3 | – | Sell |
-9,848
| Closed | -$237K | – | 55 |
|
|
2023
Q2 | $237K | Buy |
+9,848
| New | +$237K | 0.11% | 43 |
|
|
2023
Q1 | – | Sell |
-9,862
| Closed | -$238K | – | 48 |
|
|
2022
Q4 | $238K | Sell |
9,862
-3,956
| -29% | -$95.4K | 0.13% | 41 |
|
|
2022
Q3 | $333K | Sell |
13,818
-3,742
| -21% | -$90.2K | 0.2% | 37 |
|
|
2022
Q2 | $432K | Sell |
17,560
-18,996
| -52% | -$467K | 0.24% | 35 |
|
|
2022
Q1 | $906K | Sell |
36,556
-2,480
| -6% | -$61.5K | 0.46% | 21 |
|
|
2021
Q4 | $992K | Buy |
39,036
+11,832
| +43% | +$301K | 0.48% | 20 |
|
|
2021
Q3 | $696K | Buy |
+27,204
| New | +$696K | 0.36% | 25 |
|