WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-110
| Closed | -$2.63K | – | 106 |
|
|
2023
Q3 | $2.63K | Hold |
110
| – | – | ﹤0.01% | 115 |
|
|
2023
Q2 | $2.64K | Hold |
110
| – | – | ﹤0.01% | 109 |
|
|
2023
Q1 | $2.68K | Buy |
+110
| New | +$2.68K | ﹤0.01% | 108 |
|
|
2022
Q1 | – | Sell |
-946,150
| Closed | -$24.1M | – | 130 |
|
|
2021
Q4 | $24.1M | Buy |
946,150
+13,178
| +1% | +$335K | 6.8% | 5 |
|
|
2021
Q3 | $23.9M | Buy |
+932,972
| New | +$23.9M | 7.38% | 5 |
|
|
2021
Q1 | $22.6M | Buy |
880,012
+71,892
| +9% | +$1.84M | 8.02% | 5 |
|
|
2020
Q4 | $20.8M | Buy |
+808,120
| New | +$20.8M | 8.17% | 5 |
|