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