Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.4M | Buy |
326,206
+17,711
| +6% | +$620K | 0.02% | 802 |
|
|
2024
Q2 | $10.1M | Buy |
308,495
+15,975
| +5% | +$524K | 0.01% | 832 |
|
|
2024
Q1 | $9.87M | Buy |
292,520
+19,595
| +7% | +$661K | 0.01% | 812 |
|
|
2023
Q4 | $9.57M | Buy |
272,925
+12,198
| +5% | +$428K | 0.02% | 774 |
|
|
2023
Q3 | $8.26M | Buy |
260,727
+27,066
| +12% | +$857K | 0.02% | 790 |
|
|
2023
Q2 | $8.48M | Buy |
+233,661
| New | +$8.48M | 0.02% | 781 |
|