Clear Creek Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
55,315
-18,341
| -25% | -$585K | 0.17% | 137 |
|
|
2025
Q1 | $2.41M | Sell |
73,656
-1,442
| -2% | -$47.2K | 0.25% | 88 |
|
|
2024
Q4 | $2.36M | Sell |
75,098
-4,558
| -6% | -$143K | 0.26% | 87 |
|
|
2024
Q3 | $2.79M | Sell |
79,656
-926
| -1% | -$32.4K | 0.32% | 72 |
|
|
2024
Q2 | $2.64M | Sell |
80,582
-1,631
| -2% | -$53.5K | 0.32% | 68 |
|
|
2024
Q1 | $2.77M | Sell |
82,213
-1,164
| -1% | -$39.3K | 0.35% | 62 |
|
|
2023
Q4 | $2.92M | Sell |
83,377
-643
| -0.8% | -$22.6K | 0.46% | 46 |
|
|
2023
Q3 | $2.66M | Sell |
84,020
-1,049
| -1% | -$33.2K | 0.47% | 49 |
|
|
2023
Q2 | $3.09M | Buy |
85,069
+1,517
| +2% | +$55.1K | 0.53% | 42 |
|
|
2023
Q1 | $3.13M | Buy |
83,552
+1,419
| +2% | +$53.2K | 0.59% | 39 |
|
|
2022
Q4 | $2.89M | Buy |
82,133
+1,012
| +1% | +$35.7K | 0.64% | 40 |
|
|
2022
Q3 | $2.92M | Sell |
81,121
-317
| -0.4% | -$11.4K | 0.64% | 35 |
|
|
2022
Q2 | $3.28M | Buy |
81,438
+4,185
| +5% | +$168K | 0.69% | 33 |
|
|
2022
Q1 | $3.54M | Buy |
77,253
+8,752
| +13% | +$402K | 0.56% | 44 |
|
|
2021
Q4 | $3.51M | Buy |
68,501
+6,199
| +10% | +$318K | 0.53% | 43 |
|
|
2021
Q3 | $3.13M | Buy |
62,302
+90
| +0.1% | +$4.51K | 0.5% | 56 |
|
|
2021
Q2 | $3.12M | Buy |
+62,212
| New | +$3.12M | 0.48% | 61 |
|
|
2021
Q1 | – | Sell |
-46,847
| Closed | -$2.57M | – | 214 |
|
|
2020
Q4 | $2.57M | Buy |
+46,847
| New | +$2.57M | 0.49% | 52 |
|