ViaWealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,306
| Closed | -$277K | – | 151 |
|
2024
Q3 | $277K | Sell |
11,306
-11,714
| -51% | -$287K | 0.16% | 131 |
|
2024
Q2 | $554K | Buy |
23,020
+7,200
| +46% | +$173K | 0.34% | 90 |
|
2024
Q1 | $381K | Sell |
15,820
-794
| -5% | -$19.1K | 0.24% | 120 |
|
2023
Q4 | $402K | Sell |
16,614
-1,050
| -6% | -$25.4K | 0.28% | 113 |
|
2023
Q3 | $423K | Sell |
17,664
-800
| -4% | -$19.2K | 0.31% | 103 |
|
2023
Q2 | $444K | Buy |
+18,464
| New | +$444K | 0.33% | 101 |
|