SteelPeak Wealth’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
Q1 | – | Sell |
-14,154
| Closed | -$360K | – | 442 |
|
|
2021
Q4 | $360K | Sell |
14,154
-13,376
| -49% | -$340K | 0.02% | 293 |
|
|
2021
Q3 | $705K | Sell |
27,530
-3,490
| -11% | -$89.4K | 0.05% | 199 |
|
|
2021
Q2 | $794K | Sell |
31,020
-7,476
| -19% | -$191K | 0.06% | 191 |
|
|
2021
Q1 | $988K | Buy |
38,496
+2,962
| +8% | +$76K | 0.08% | 158 |
|
|
2020
Q4 | $913K | Sell |
35,534
-11,140
| -24% | -$286K | 0.08% | 167 |
|
|
2020
Q3 | $1.2M | Buy |
46,674
+9,450
| +25% | +$243K | 0.13% | 116 |
|
|
2020
Q2 | $961K | Buy |
+37,224
| New | +$961K | 0.12% | 120 |
|