Beacon Bridge Wealth Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.51M Buy
2025
Q1
$5.65M Buy
2024
Q4
$5.41M Buy
2024
Q3
$5.63M Sell
2024
Q2
$5.42M Buy
2024
Q1
$3.99M Buy
2023
Q4
$3.71M Buy
2023
Q3
$2.33M Buy