Bogart Wealth LLC’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 | $41.5K | Hold |
1,300
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $42.6K | Hold |
1,300
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $40.9K | Sell |
1,300
-785
| -38% | -$24.7K | ﹤0.01% | 440 |
|
|
2024
Q3 | $73K | Buy |
2,085
+785
| +60% | +$27.5K | ﹤0.01% | 344 |
|
|
2024
Q2 | $42.7K | Hold |
1,300
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $43.8K | Hold |
1,300
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $45.6K | Hold |
1,300
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $41.2K | Buy |
1,300
+100
| +8% | +$3.17K | ﹤0.01% | 373 |
|
|
2023
Q2 | $43.5K | Buy |
+1,200
| New | +$43.5K | ﹤0.01% | 351 |
|