Creative Financial Designs’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 | $94.3K | Buy |
2,956
+60
| +2% | +$1.91K | 0.01% | 682 |
|
|
2025
Q1 | $94.9K | Sell |
2,896
-10,592
| -79% | -$347K | 0.01% | 634 |
|
|
2024
Q4 | $424K | Hold |
13,488
| – | – | 0.03% | 310 |
|
|
2024
Q3 | $472K | Buy |
13,488
+7,524
| +126% | +$263K | 0.04% | 298 |
|
|
2024
Q2 | $196K | Buy |
5,964
+65
| +1% | +$2.13K | 0.02% | 433 |
|
|
2024
Q1 | $199K | Buy |
5,899
+2,374
| +67% | +$80.1K | 0.02% | 418 |
|
|
2023
Q4 | $124K | Buy |
+3,525
| New | +$124K | 0.01% | 494 |
|