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Acorn Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Acorn Wealth Advisors’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-34,202
Closed -$1.15M – 208
2024
Q1 		$1.15M Buy
34,202
+4,593
+16% +$155K 0.6% 39
2023
Q4 		$1.04M Buy
29,609
+2,019
+7% +$70.8K 0.62% 35
2023
Q3 		$874K Buy
+27,590
New +$874K 0.58% 40