Westwood Holdings Group’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 |
-8,000
| Closed | -$203K | – | 481 |
|
|
2021
Q4 | $203K | Hold |
8,000
| – | – | ﹤0.01% | 431 |
|
|
2021
Q3 | $205K | Hold |
8,000
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $205K | Hold |
8,000
| – | – | ﹤0.01% | 432 |
|
|
2021
Q1 | $205K | Hold |
8,000
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $206K | Buy |
+8,000
| New | +$206K | ﹤0.01% | 421 |
|
|
2020
Q1 | – | Sell |
-1,950
| Closed | -$49K | – | 495 |
|
|
2019
Q4 | $49K | Buy |
+1,950
| New | +$49K | ﹤0.01% | 500 |
|