WPA
West Paces Advisors’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 |
-12,760
| Closed | -$623K | – | 570 |
|
|
2023
Q1 | $623K | Sell |
12,760
-9,325
| -42% | -$455K | 0.19% | 69 |
|
|
2022
Q4 | $1.07M | Buy |
22,085
+8,040
| +57% | +$388K | 0.34% | 45 |
|
|
2022
Q3 | $678K | Buy |
+14,045
| New | +$678K | 0.24% | 62 |
|
|
2019
Q3 | – | Sell |
-138
| Closed | -$6.98K | – | 495 |
|
|
2019
Q2 | $6.98K | Hold |
138
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $6.93K | Sell |
138
-9,600
| -99% | -$482K | ﹤0.01% | 351 |
|
|
2018
Q4 | $486K | Buy |
+9,738
| New | +$486K | 0.37% | 63 |
|