Mutual 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 | $1.83M | Buy |
58,344
+965
| +2% | +$30.2K | 0.05% | 346 |
|
|
2025
Q1 | $1.84M | Buy |
57,379
+5,878
| +11% | +$189K | 0.05% | 299 |
|
|
2024
Q4 | $1.61M | Buy |
51,501
+2,868
| +6% | +$89.9K | 0.05% | 332 |
|
|
2024
Q3 | $1.61M | Buy |
48,633
+6,255
| +15% | +$208K | 0.05% | 328 |
|
|
2024
Q2 | $1.41M | Buy |
42,378
+394
| +0.9% | +$13.2K | 0.04% | 361 |
|
|
2024
Q1 | $1.42M | Buy |
41,984
+10,552
| +34% | +$356K | 0.05% | 360 |
|
|
2023
Q4 | $1.1M | Buy |
31,432
+11,303
| +56% | +$397K | 0.04% | 428 |
|
|
2023
Q3 | $638K | Buy |
20,129
+564
| +3% | +$17.9K | 0.02% | 545 |
|
|
2023
Q2 | $710K | Buy |
+19,565
| New | +$710K | 0.03% | 535 |
|