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OneAscent Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

OneAscent Wealth Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25,900
Closed -$874K – 159
2024
Q1 		$874K Sell
25,900
-5,529
-18% -$187K 0.34% 32
2023
Q4 		$1.1M Buy
+31,429
New +$1.1M 0.44% 22