Beacon Bridge Wealth Partners’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 | $6.51M | Buy |
204,119
+31,560
| +18% | +$1.01M | 2.58% | 14 |
|
|
2025
Q1 | $5.65M | Buy |
172,559
+323
| +0.2% | +$10.6K | 2.41% | 14 |
|
|
2024
Q4 | $5.41M | Buy |
172,236
+11,228
| +7% | +$353K | 2.3% | 14 |
|
|
2024
Q3 | $5.63M | Sell |
161,008
-4,248
| -3% | -$149K | 2.42% | 14 |
|
|
2024
Q2 | $5.42M | Buy |
165,256
+46,983
| +40% | +$1.54M | 2.49% | 13 |
|
|
2024
Q1 | $3.99M | Buy |
118,273
+12,627
| +12% | +$426K | 1.88% | 17 |
|
|
2023
Q4 | $3.71M | Buy |
105,646
+31,953
| +43% | +$1.12M | 1.85% | 17 |
|
|
2023
Q3 | $2.33M | Buy |
+73,693
| New | +$2.33M | 1.23% | 24 |
|