Wealth Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,612
| Closed | -$313K | – | 140 |
|
|
2018
Q3 | $313K | Buy |
12,612
+420
| +3% | +$10.4K | 0.1% | 95 |
|
|
2018
Q2 | $303K | Sell |
12,192
-1,134
| -9% | -$28.2K | 0.1% | 89 |
|
|
2018
Q1 | $332K | Buy |
13,326
+352
| +3% | +$8.77K | 0.11% | 77 |
|
|
2017
Q4 | $325K | Sell |
12,974
-274
| -2% | -$6.86K | 0.11% | 89 |
|
|
2017
Q3 | $334K | Buy |
13,248
+1,264
| +11% | +$31.9K | 0.12% | 87 |
|
|
2017
Q2 | $302K | Buy |
11,984
+2,902
| +32% | +$73.1K | 0.11% | 91 |
|
|
2017
Q1 | $229K | Buy |
9,082
+8,974
| +8,309% | +$226K | 0.09% | 105 |
|
|
2016
Q4 | $276K | Sell |
108
-9,214
| -99% | -$23.5M | 0.12% | 92 |
|
|
2016
Q3 | $236K | Buy |
+9,322
| New | +$236K | 0.11% | 96 |
|