Bogart Wealth LLC’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bogart Wealth LLC’s Portfolio SCHQ Stock Details SCHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$41.5K	Hold
2025 Q1	$42.6K	Hold
2024 Q4	$40.9K	Sell
2024 Q3	$73K	Buy
2024 Q2	$42.7K	Hold
2024 Q1	$43.8K	Hold
2023 Q4	$45.6K	Hold
2023 Q3	$41.2K	Buy
2023 Q2	$43.5K	Buy