Sigma Planning Corp’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
Q1 | – | Sell |
-14,310
| Closed | -$345K | – | 1347 |
|
|
2022
Q4 | $345K | Buy |
14,310
+796
| +6% | +$19.2K | 0.01% | 913 |
|
|
2022
Q3 | $326K | Buy |
+13,514
| New | +$326K | 0.01% | 912 |
|
|
2021
Q1 | – | Sell |
-10,618
| Closed | -$273K | – | 1365 |
|
|
2020
Q4 | $273K | Buy |
10,618
+902
| +9% | +$23.2K | 0.01% | 938 |
|
|
2020
Q3 | $250K | Buy |
9,716
+260
| +3% | +$6.69K | 0.01% | 851 |
|
|
2020
Q2 | $244K | Buy |
+9,456
| New | +$244K | 0.01% | 855 |
|
|
2018
Q4 | – | Sell |
-8,090
| Closed | -$201K | – | 935 |
|
|
2018
Q3 | $201K | Buy |
8,090
+10
| +0.1% | +$248 | 0.01% | 863 |
|
|
2018
Q2 | $201K | Buy |
8,080
+8
| +0.1% | +$199 | 0.01% | 823 |
|
|
2018
Q1 | $201K | Buy |
+8,072
| New | +$201K | 0.01% | 776 |
|