Clear Creek Financial Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28,387	Closed	-$917K	–	611
2025 Q3	$917K	Sell	28,387 -26,928	-49%	-$853K	0.08%	247
2025 Q2	$1.76M	Sell	55,315 -18,341	-25%	-$578K	0.17%	137
2025 Q1	$2.41M	Sell	73,656 -1,442	-2%	-$46.2K	0.25%	88
2024 Q4	$2.36M	Sell	75,098 -4,558	-6%	-$150K	0.26%	87
2024 Q3	$2.79M	Sell	79,656 -926	-1%	-$31.8K	0.32%	72
2024 Q2	$2.64M	Sell	80,582 -1,631	-2%	-$53.1K	0.32%	68
2024 Q1	$2.77M	Sell	82,213 -1,164	-1%	-$39.2K	0.35%	62
2023 Q4	$2.92M	Sell	83,377 -643	-0.8%	-$20.7K	0.46%	46
2023 Q3	$2.66M	Sell	84,020 -1,049	-1%	-$35.8K	0.47%	49
2023 Q2	$3.09M	Buy	85,069 +1,517	+2%	+$55.6K	0.53%	42
2023 Q1	$3.13M	Buy	83,552 +1,419	+2%	+$52.4K	0.59%	39
2022 Q4	$2.89M	Buy	82,133 +1,012	+1%	+$36K	0.64%	40
2022 Q3	$2.92M	Sell	81,121 -317	-0.4%	-$12.5K	0.64%	35
2022 Q2	$3.27M	Buy	81,438 +4,185	+5%	+$172K	0.69%	33
2022 Q1	$3.54M	Buy	77,253 +8,752	+13%	+$419K	0.56%	44
2021 Q4	$3.51M	Buy	68,501 +6,199	+10%	+$316K	0.53%	43
2021 Q3	$3.13M	Buy	62,302 +90	+0.1%	+$4.64K	0.5%	56
2021 Q2	$3.12M	Buy	+62,212	New	+$3.02M	0.48%	61
2021 Q1	–	Sell	-46,847	Closed	-$2.56M	–	214
2020 Q4	$2.56M	Buy	+46,847	New	+$2.58M	0.49%	52