Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,796
| Closed | -$243K | – | 111 |
|
|
2022
Q1 | $243K | Hold |
9,796
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $249K | Sell |
9,796
-1,652
| -14% | -$42K | 0.15% | 104 |
|
|
2021
Q3 | $293K | Sell |
11,448
-1,796
| -14% | -$46K | 0.2% | 94 |
|
|
2021
Q2 | $339K | Sell |
13,244
-1,404
| -10% | -$35.9K | 0.26% | 71 |
|
|
2021
Q1 | $376K | Sell |
14,648
-1,170
| -7% | -$30K | 0.34% | 66 |
|
|
2020
Q4 | $406K | Sell |
15,818
-2,172
| -12% | -$55.7K | 0.37% | 60 |
|
|
2020
Q3 | $463K | Hold |
17,990
| – | – | 0.48% | 54 |
|
|
2020
Q2 | $464K | Hold |
17,990
| – | – | 0.56% | 49 |
|
|
2020
Q1 | $465K | Buy |
17,990
+17,972
| +99,844% | +$465K | 0.61% | 45 |
|
|
2019
Q4 | $578 | Buy |
+18
| New | +$578 | 0.44% | 49 |
|