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EverSource Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

EverSource Wealth Advisors’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$120K Hold
3,772
– – 0.01% 1091
2025
Q1 		$124K Hold
3,772
– – 0.01% 835
2024
Q4 		$119K Hold
3,772
– – 0.01% 854
2024
Q3 		$132K Buy
+3,772
New +$132K 0.01% 703