Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,518
| Closed | -$307K | – | 111 |
|
|
2024
Q3 | $307K | Sell |
12,518
-11,724
| -48% | -$287K | 0.09% | 111 |
|
|
2024
Q2 | $583K | Sell |
24,242
-53,284
| -69% | -$1.28M | 0.19% | 72 |
|
|
2024
Q1 | $1.87M | Sell |
77,526
-53,178
| -41% | -$1.28M | 0.67% | 45 |
|
|
2023
Q4 | $3.17M | Buy |
130,704
+8,546
| +7% | +$207K | 1.3% | 28 |
|
|
2023
Q3 | $2.93M | Buy |
122,158
+48,958
| +67% | +$1.17M | 1.4% | 27 |
|
|
2023
Q2 | $1.76M | Buy |
73,200
+1,770
| +2% | +$42.5K | 0.82% | 39 |
|
|
2023
Q1 | $1.74M | Sell |
71,430
-100,470
| -58% | -$2.45M | 0.91% | 34 |
|
|
2022
Q4 | $4.15M | Buy |
171,900
+12,754
| +8% | +$308K | 2.39% | 16 |
|
|
2022
Q3 | $3.84M | Buy |
+159,146
| New | +$3.84M | 2.39% | 17 |
|