Collective Family Office’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 | $2.43M | Buy |
76,129
+11,325
| +17% | +$361K | 0.62% | 42 |
|
|
2025
Q1 | $2.12M | Sell |
64,804
-11,344
| -15% | -$372K | 0.57% | 44 |
|
|
2024
Q4 | $2.39M | Sell |
76,148
-33,382
| -30% | -$1.05M | 0.66% | 39 |
|
|
2024
Q3 | $3.83M | Buy |
109,530
+42,887
| +64% | +$1.5M | 1.04% | 26 |
|
|
2024
Q2 | $2.19M | Sell |
66,643
-35,385
| -35% | -$1.16M | 0.64% | 40 |
|
|
2024
Q1 | $3.44M | Buy |
102,028
+63,303
| +163% | +$2.14M | 1.12% | 26 |
|
|
2023
Q4 | $1.36M | Buy |
+38,725
| New | +$1.36M | 0.48% | 50 |
|