EQ Wealth Advisors’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
Sell
-24,416
Closed -$800K 281
2025
Q1
$800K Sell
24,416
-4,073
-14% -$133K 0.64% 26
2024
Q4
$895K Buy
+28,489
New +$895K 0.86% 26