IFP 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 | $708K | Buy |
22,207
+582
| +3% | +$18.6K | 0.02% | 705 |
|
|
2025
Q1 | $708K | Buy |
21,625
+1,272
| +6% | +$41.7K | 0.02% | 651 |
|
|
2024
Q4 | $640K | Buy |
20,353
+3,985
| +24% | +$125K | 0.02% | 653 |
|
|
2024
Q3 | $573K | Buy |
16,368
+6,125
| +60% | +$214K | 0.02% | 642 |
|
|
2024
Q2 | $336K | Buy |
10,243
+1,621
| +19% | +$53.2K | 0.01% | 794 |
|
|
2024
Q1 | $291K | Buy |
8,622
+4,949
| +135% | +$167K | 0.01% | 814 |
|
|
2023
Q4 | $129K | Buy |
+3,673
| New | +$129K | 0.01% | 1149 |
|