Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,260
| Closed | -$316K | – | 218 |
|
|
2020
Q3 | $316K | Hold |
12,260
| – | – | 0.04% | 162 |
|
|
2020
Q2 | $316K | Hold |
12,260
| – | – | 0.04% | 157 |
|
|
2020
Q1 | $317K | Hold |
12,260
| – | – | 0.05% | 146 |
|
|
2019
Q4 | $309K | Sell |
12,260
-730
| -6% | -$18.4K | 0.04% | 165 |
|
|
2019
Q3 | $329K | Sell |
12,990
-3,980
| -23% | -$101K | 0.05% | 156 |
|
|
2019
Q2 | $429K | Buy |
+16,970
| New | +$429K | 0.06% | 132 |
|