LGT Financial 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 | $21.8K | Buy |
683
+51
| +8% | +$1.63K | 0.06% | 155 |
|
|
2025
Q1 | $20.7K | Buy |
+632
| New | +$20.7K | 0.06% | 152 |
|
|
2024
Q4 | – | Sell |
-344
| Closed | -$12K | – | 764 |
|
|
2024
Q3 | $12K | Buy |
344
+126
| +58% | +$4.41K | 0.03% | 381 |
|
|
2024
Q2 | $7.15K | Sell |
218
-132
| -38% | -$4.33K | 0.02% | 540 |
|
|
2024
Q1 | $11.8K | Sell |
350
-54
| -13% | -$1.82K | 0.01% | 467 |
|
|
2023
Q4 | $14.2K | Sell |
404
-117
| -22% | -$4.1K | 0.02% | 412 |
|
|
2023
Q3 | $16.5K | Buy |
+521
| New | +$16.5K | 0.02% | 388 |
|