WMR
Wealth Management Resources’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,287
| Closed | -$307K | – | 46 |
|
|
2023
Q1 | $307K | Buy |
+6,287
| New | +$307K | 0.19% | 41 |
|
|
2022
Q2 | – | Sell |
-80,812
| Closed | -$4M | – | 45 |
|
|
2022
Q1 | $4M | Buy |
80,812
+2,486
| +3% | +$123K | 2.77% | 14 |
|
|
2021
Q4 | $3.98M | Buy |
+78,326
| New | +$3.98M | 2.56% | 16 |
|