Carson Wealth (CWM 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 | $435K | Sell |
13,645
-12,810
| -48% | -$408K | ﹤0.01% | 1650 |
|
|
2025
Q1 | $867K | Sell |
26,455
-19,286
| -42% | -$632K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $1.44M | Sell |
45,741
-13,762
| -23% | -$433K | 0.01% | 916 |
|
|
2024
Q3 | $2.08M | Sell |
59,503
-347,341
| -85% | -$12.2M | 0.01% | 691 |
|
|
2024
Q2 | $13.3M | Sell |
406,844
-50,797
| -11% | -$1.67M | 0.06% | 251 |
|
|
2024
Q1 | $15.4M | Sell |
457,641
-43,231
| -9% | -$1.46M | 0.08% | 230 |
|
|
2023
Q4 | $17.6M | Buy |
500,872
+280,271
| +127% | +$9.83M | 0.09% | 201 |
|
|
2023
Q3 | $6.99M | Sell |
220,601
-11,687
| -5% | -$370K | 0.04% | 302 |
|
|
2023
Q2 | $8.43M | Buy |
+232,288
| New | +$8.43M | 0.05% | 256 |
|