Pacific Capital Wealth 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 Q1	–	Sell	-3,982	Closed	-$125K	–	314
2024 Q4	$125K	Hold	3,982	–	–	0.02%	107
2024 Q3	$139K	Hold	3,982	–	–	0.02%	96
2024 Q2	$131K	Hold	3,982	–	–	0.02%	96
2024 Q1	$134K	Hold	3,982	–	–	0.03%	82
2023 Q4	$140K	Buy	+3,982	New	+$140K	0.04%	79