Antonelli Financial Advisors’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
$1.23M Buy
38,663
+2,236
+6% +$71.3K 0.89% 18
2025
Q1
$1.19M Sell
36,427
-3,629
-9% -$119K 0.96% 19
2024
Q4
$1.26M Buy
+40,056
New +$1.26M 1.06% 19