Envestnet Portfolio Solutions’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 | $1.85M | Sell |
57,972
-81,899
| -59% | -$2.61M | 0.01% | 586 |
|
|
2025
Q1 | $4.58M | Buy |
139,871
+40,719
| +41% | +$1.33M | 0.02% | 384 |
|
|
2024
Q4 | $3.12M | Sell |
99,152
-83,486
| -46% | -$2.62M | 0.01% | 523 |
|
|
2024
Q3 | $6.39M | Buy |
182,638
+24,931
| +16% | +$872K | 0.02% | 336 |
|
|
2024
Q2 | $5.17M | Sell |
157,707
-77,124
| -33% | -$2.53M | 0.02% | 361 |
|
|
2024
Q1 | $7.92M | Buy |
234,831
+27,953
| +14% | +$943K | 0.03% | 279 |
|
|
2023
Q4 | $7.26M | Buy |
206,878
+138,384
| +202% | +$4.85M | 0.03% | 254 |
|
|
2023
Q3 | $2.17M | Buy |
+68,494
| New | +$2.17M | 0.01% | 526 |
|