SJS Investment Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,212
| Closed | -$29.2K | – | 1621 |
|
|
2022
Q4 | $29.2K | Sell |
1,212
-1,376
| -53% | -$33.2K | 0.01% | 195 |
|
|
2022
Q3 | $62K | Buy |
+2,588
| New | +$62K | 0.02% | 146 |
|
|
2022
Q1 | $39K | Buy |
1,586
+1,180
| +291% | +$29K | 0.01% | 203 |
|
|
2021
Q4 | $10K | Buy |
+406
| New | +$10K | ﹤0.01% | 377 |
|