White Knight Strategic Wealth 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
Q3 | – | Sell |
-8,848
| Closed | -$213K | – | 70 |
|
|
2023
Q2 | $213K | Sell |
8,848
-84
| -0.9% | -$2.02K | 0.25% | 67 |
|
|
2023
Q1 | $218K | Sell |
8,932
-2,182
| -20% | -$53.3K | 0.27% | 67 |
|
|
2022
Q4 | $268K | Sell |
11,114
-1,264
| -10% | -$30.5K | 0.37% | 56 |
|
|
2022
Q3 | $299K | Sell |
12,378
-536
| -4% | -$12.9K | 0.43% | 49 |
|
|
2022
Q2 | $318K | Sell |
12,914
-718
| -5% | -$17.7K | 0.44% | 47 |
|
|
2022
Q1 | $338K | Sell |
13,632
-4,982
| -27% | -$124K | 0.37% | 54 |
|
|
2021
Q4 | $473K | Buy |
+18,614
| New | +$473K | 0.49% | 47 |
|