Merit 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 | $298K | Sell |
9,351
-849
| -8% | -$27.1K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $334K | Sell |
10,200
-812
| -7% | -$26.6K | 0.01% | 1084 |
|
|
2024
Q4 | $346K | Sell |
11,012
-5,060
| -31% | -$159K | 0.01% | 870 |
|
|
2024
Q3 | $562K | Buy |
16,072
+1,125
| +8% | +$39.4K | 0.01% | 532 |
|
|
2024
Q2 | $490K | Sell |
14,947
-3,964
| -21% | -$130K | 0.01% | 578 |
|
|
2024
Q1 | $608K | Sell |
18,911
-8,383
| -31% | -$269K | 0.01% | 522 |
|
|
2023
Q4 | $957K | Buy |
+27,294
| New | +$957K | 0.03% | 325 |
|