THWM
Taylor Hoffman Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-714
| Closed | -$37K | – | 315 |
|
|
2020
Q2 | $37K | Buy |
+714
| New | +$37K | 0.02% | 212 |
|
|
2020
Q1 | – | Sell |
-667
| Closed | -$34K | – | 327 |
|
|
2019
Q4 | $34K | Buy |
667
+76
| +13% | +$3.87K | 0.02% | 240 |
|
|
2019
Q3 | $30K | Sell |
591
-342
| -37% | -$17.4K | 0.02% | 243 |
|
|
2019
Q2 | $47K | Sell |
933
-156
| -14% | -$7.86K | 0.04% | 195 |
|
|
2019
Q1 | $55K | Sell |
1,089
-541
| -33% | -$27.3K | 0.04% | 188 |
|
|
2018
Q4 | $81K | Buy |
+1,630
| New | +$81K | 0.07% | 143 |
|