Visionary Wealth Advisors’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
Q4 | – | Sell |
-11,498
| Closed | -$275K | – | 482 |
|
|
2023
Q3 | $275K | Sell |
11,498
-3,742
| -25% | -$89.6K | 0.02% | 380 |
|
|
2023
Q2 | $366K | Sell |
15,240
-9,216
| -38% | -$221K | 0.03% | 336 |
|
|
2023
Q1 | $597K | Sell |
24,456
-1,900
| -7% | -$46.4K | 0.05% | 256 |
|
|
2022
Q4 | $636K | Buy |
26,356
+7,000
| +36% | +$169K | 0.06% | 211 |
|
|
2022
Q3 | $467K | Buy |
19,356
+3,508
| +22% | +$84.6K | 0.05% | 234 |
|
|
2022
Q2 | $390K | Buy |
15,848
+4,166
| +36% | +$103K | 0.04% | 272 |
|
|
2022
Q1 | $289K | Sell |
11,682
-9,450
| -45% | -$234K | 0.02% | 331 |
|
|
2021
Q4 | $537K | Buy |
+21,132
| New | +$537K | 0.04% | 224 |
|
|
2021
Q1 | – | Sell |
-20,644
| Closed | -$530K | – | 327 |
|
|
2020
Q4 | $530K | Sell |
20,644
-11,670
| -36% | -$300K | 0.06% | 181 |
|
|
2020
Q3 | $832K | Sell |
32,314
-38,438
| -54% | -$990K | 0.12% | 130 |
|
|
2020
Q2 | $1.83M | Sell |
70,752
-98,552
| -58% | -$2.54M | 0.28% | 90 |
|
|
2020
Q1 | $4.38M | Buy |
+169,304
| New | +$4.38M | 0.83% | 38 |
|