TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-418
| Closed | -$10K | – | 759 |
|
|
2018
Q4 | $10K | Buy |
418
+2
| +0.5% | +$48 | 0.01% | 440 |
|
|
2018
Q3 | $10K | Buy |
416
+2
| +0.5% | +$48 | ﹤0.01% | 489 |
|
|
2018
Q2 | $10K | Buy |
414
+2
| +0.5% | +$48 | ﹤0.01% | 489 |
|
|
2018
Q1 | $10K | Buy |
412
+2
| +0.5% | +$49 | 0.01% | 458 |
|
|
2017
Q4 | $10K | Buy |
+410
| New | +$10K | ﹤0.01% | 509 |
|