West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,634
| Closed | -$42K | – | 191 |
|
|
2021
Q4 | $42K | Buy |
+1,634
| New | +$42K | 0.01% | 115 |
|
|
2021
Q3 | – | Sell |
-56
| Closed | -$1K | – | 153 |
|
|
2021
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 144 |
|
|
2021
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 150 |
|
|
2020
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 148 |
|