Magnus Financial Group’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 | $451K | Sell |
14,155
-1,284
| -8% | -$40.9K | 0.04% | 245 |
|
2025
Q1 | $506K | Buy |
+15,439
| New | +$506K | 0.05% | 224 |
|
2024
Q4 | – | Sell |
-8,730
| Closed | -$305K | – | 374 |
|
2024
Q3 | $305K | Buy |
8,730
+2,342
| +37% | +$81.9K | 0.03% | 269 |
|
2024
Q2 | $210K | Sell |
6,388
-5,254
| -45% | -$172K | 0.02% | 304 |
|
2024
Q1 | $393K | Sell |
11,642
-373
| -3% | -$12.6K | 0.05% | 212 |
|
2023
Q4 | $421K | Buy |
+12,015
| New | +$421K | 0.06% | 186 |
|