Belpointe Asset 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
2024
Q1
Sell
-21,807
Closed -$765K 827
2023
Q4
$765K Sell
21,807
-1,306
-6% -$45.8K 0.07% 264
2023
Q3
$732K Sell
23,113
-476
-2% -$15.1K 0.08% 256
2023
Q2
$856K Buy
23,589
+1,466
+7% +$53.2K 0.09% 213
2023
Q1
$829K Buy
+22,123
New +$829K 0.04% 388