Farther Finance 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 | $151K | Buy |
4,750
+479
| +11% | +$15.3K | ﹤0.01% | 1533 |
|
2025
Q1 | $140K | Buy |
4,271
+4,269
| +213,450% | +$140K | ﹤0.01% | 1379 |
|
2024
Q4 | $63 | Hold |
2
| – | – | ﹤0.01% | 3851 |
|
2024
Q3 | $70 | Hold |
2
| – | – | ﹤0.01% | 3828 |
|
2024
Q2 | $64 | Hold |
2
| – | – | ﹤0.01% | 3662 |
|
2024
Q1 | $66 | Sell |
2
-2,058
| -100% | -$67.9K | ﹤0.01% | 3440 |
|
2023
Q4 | $72.3K | Buy |
+2,060
| New | +$72.3K | 0.01% | 901 |
|