Fermata 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
$1.2M Buy
37,628
+527
+1% +$16.8K 0.32% 83
2025
Q1
$1.22M Sell
37,101
-5,143
-12% -$168K 0.22% 94
2024
Q4
$1.33M Buy
+42,244
New +$1.33M 0.25% 80