GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,662
| Closed | -$52.3K | – | 1687 |
|
|
2024
Q4 | $52.3K | Sell |
1,662
-1,859
| -53% | -$58.4K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $123K | Buy |
3,521
+2,928
| +494% | +$102K | ﹤0.01% | 845 |
|
|
2024
Q2 | $19.4K | Sell |
593
-2,802
| -83% | -$91.9K | ﹤0.01% | 839 |
|
|
2024
Q1 | $115K | Sell |
3,395
-88
| -3% | -$2.97K | ﹤0.01% | 762 |
|
|
2023
Q4 | $121K | Buy |
+3,483
| New | +$121K | 0.01% | 567 |
|