Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,162
| Closed | -$312K | – | 2316 |
|
|
2021
Q1 | $312K | Buy |
12,162
+432
| +4% | +$11.1K | 0.01% | 833 |
|
|
2020
Q4 | $301K | Buy |
11,730
+60
| +0.5% | +$1.54K | 0.01% | 695 |
|
|
2020
Q3 | $301K | Buy |
11,670
+78
| +0.7% | +$2.01K | 0.02% | 615 |
|
|
2020
Q2 | $299K | Buy |
11,592
+114
| +1% | +$2.94K | 0.02% | 602 |
|
|
2020
Q1 | $297K | Sell |
11,478
-3,004
| -21% | -$77.7K | 0.02% | 547 |
|
|
2019
Q4 | $366K | Buy |
14,482
+568
| +4% | +$14.4K | 0.03% | 537 |
|
|
2019
Q3 | $352K | Buy |
+13,914
| New | +$352K | 0.03% | 495 |
|
|
2019
Q1 | $1.34M | Sell |
53,520
-5,146
| -9% | -$129K | 0.15% | 151 |
|
|
2018
Q4 | $1.46M | Buy |
+58,666
| New | +$1.46M | 0.21% | 107 |
|