Foundations Investment 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 | $1.16M | Buy |
36,272
+2,916
| +9% | +$93K | 0.02% | 400 |
|
|
2025
Q1 | $1.09M | Buy |
33,356
+2,552
| +8% | +$83.6K | 0.02% | 386 |
|
|
2024
Q4 | $968K | Buy |
30,804
+4,638
| +18% | +$146K | 0.02% | 403 |
|
|
2024
Q3 | $916K | Buy |
26,166
+10,581
| +68% | +$370K | 0.02% | 376 |
|
|
2024
Q2 | $511K | Buy |
15,585
+5,727
| +58% | +$188K | 0.01% | 490 |
|
|
2024
Q1 | $333K | Buy |
+9,858
| New | +$333K | 0.01% | 557 |
|