Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Carson Wealth (CWM 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
Q3 		$478K Buy
2025
Q2 		$435K Sell
2025
Q1 		$867K Sell
2024
Q4 		$1.44M Sell
2024
Q3 		$2.08M Sell
2024
Q2 		$13.3M Sell
2024
Q1 		$15.4M Sell
2023
Q4 		$17.6M Buy
2023
Q3 		$6.99M Sell
2023
Q2 		$8.43M Buy