YHB Investment 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
2021
Q3
Sell
-7,840
Closed -$201K 309
2021
Q2
$201K Sell
7,840
-1,500
-16% -$38.5K 0.02% 301
2021
Q1
$240K Sell
9,340
-14,996
-62% -$385K 0.02% 270
2020
Q4
$625K Hold
24,336
0.06% 183
2020
Q3
$627K Buy
+24,336
New +$627K 0.07% 178