Atria Wealth Solutions’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-47,269
| Closed | -$1.55M | – | 1839 |
|
|
2025
Q1 | $1.55M | Buy |
47,269
+37,981
| +409% | +$1.24M | 0.02% | 723 |
|
|
2024
Q4 | $292K | Sell |
9,288
-6,613
| -42% | -$208K | ﹤0.01% | 1539 |
|
|
2024
Q3 | $556K | Buy |
15,901
+5,072
| +47% | +$177K | 0.01% | 1185 |
|
|
2024
Q2 | $355K | Sell |
10,829
-913
| -8% | -$30K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $396K | Buy |
11,742
+1,402
| +14% | +$47.3K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $363K | Buy |
+10,340
| New | +$363K | ﹤0.01% | 1360 |
|