Tilia Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,984
| Closed | -$95.7K | – | 412 |
|
|
2023
Q2 | $95.7K | Buy |
3,984
+2,798
| +236% | +$67.2K | 0.09% | 140 |
|
|
2023
Q1 | $28.9K | Sell |
1,186
-344
| -22% | -$8.39K | 0.03% | 262 |
|
|
2022
Q4 | $36.9K | Sell |
1,530
-612
| -29% | -$14.8K | 0.04% | 225 |
|
|
2022
Q3 | $52K | Sell |
2,142
-916
| -30% | -$22.2K | 0.05% | 194 |
|
|
2022
Q2 | $75K | Sell |
3,058
-64
| -2% | -$1.57K | 0.07% | 164 |
|
|
2022
Q1 | $77K | Buy |
3,122
+22
| +0.7% | +$543 | 0.07% | 177 |
|
|
2021
Q4 | $79K | Buy |
+3,100
| New | +$79K | 0.06% | 177 |
|