Focus Financial Network’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
$219K Sell
6,853
-248
-3% -$7.91K 0.01% 664
2025
Q1
$233K Sell
7,101
-10,643
-60% -$349K 0.01% 619
2024
Q4
$558K Sell
17,744
-8,167
-32% -$257K 0.02% 397
2024
Q3
$907K Buy
25,911
+8,058
+45% +$282K 0.04% 287
2024
Q2
$600K Sell
17,853
-1,200
-6% -$40.3K 0.03% 361
2024
Q1
$606K Sell
19,053
-1,190
-6% -$37.8K 0.03% 338
2023
Q4
$710K Buy
20,243
+380
+2% +$13.3K 0.03% 379
2023
Q3
$629K Sell
19,863
-553
-3% -$17.5K 0.04% 309
2023
Q2
$741K Buy
+20,416
New +$741K 0.04% 283