IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
16,933
-5,151
| -23% | -$164K | 0.01% | 678 |
|
|
2025
Q1 | $723K | Buy |
22,084
+11,894
| +117% | +$390K | 0.02% | 559 |
|
|
2024
Q4 | $320K | Sell |
10,190
-10,138
| -50% | -$319K | 0.01% | 832 |
|
|
2024
Q3 | $713K | Buy |
20,328
+12,035
| +145% | +$422K | 0.02% | 603 |
|
|
2024
Q2 | $272K | Sell |
8,293
-323
| -4% | -$10.6K | 0.01% | 832 |
|
|
2024
Q1 | $291K | Sell |
8,616
-1,278
| -13% | -$43.1K | 0.01% | 816 |
|
|
2023
Q4 | $347K | Buy |
+9,894
| New | +$347K | 0.02% | 714 |
|