Greenup Street Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,011
| Closed | -$1.12M | – | 102 |
|
|
2024
Q3 | $1.12M | Buy |
32,011
+5,210
| +19% | +$182K | 0.23% | 56 |
|
|
2024
Q2 | $879K | Sell |
26,801
-7,146
| -21% | -$234K | 0.21% | 53 |
|
|
2024
Q1 | $1.15M | Buy |
33,947
+8,809
| +35% | +$297K | 0.29% | 52 |
|
|
2023
Q4 | $882K | Buy |
25,138
+1,489
| +6% | +$52.2K | 0.25% | 52 |
|
|
2023
Q3 | $749K | Buy |
+23,649
| New | +$749K | 0.24% | 55 |
|