AE Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223 Sell
7
-8
-53% -$255 ﹤0.01% 2118
2025
Q1
$491 Buy
15
+8
+114% +$262 ﹤0.01% 2103
2024
Q4
$220 Buy
+7
New +$220 ﹤0.01% 2103