Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $904K | Buy |
25,822
+11,960
| +86% | +$418K | 0.54% | 44 |
|
|
2024
Q2 | $455K | Sell |
13,862
-23,070
| -62% | -$757K | 0.29% | 71 |
|
|
2024
Q1 | $1.25M | Sell |
36,932
-6,930
| -16% | -$234K | 0.78% | 33 |
|
|
2023
Q4 | $1.54M | Buy |
43,862
+11,105
| +34% | +$390K | 1.03% | 21 |
|
|
2023
Q3 | $1.04M | Buy |
32,757
+2,622
| +9% | +$83.1K | 0.77% | 33 |
|
|
2023
Q2 | $1.09M | Buy |
+30,135
| New | +$1.09M | 0.74% | 31 |
|