Regal Investment 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 | $524K | Sell |
16,440
-8,058
| -33% | -$257K | 0.04% | 337 |
|
|
2025
Q1 | $803K | Buy |
+24,498
| New | +$803K | 0.06% | 247 |
|
|
2024
Q4 | – | Sell |
-14,140
| Closed | -$495K | – | 508 |
|
|
2024
Q3 | $495K | Buy |
14,140
+2,566
| +22% | +$89.8K | 0.03% | 358 |
|
|
2024
Q2 | $380K | Sell |
11,574
-4,193
| -27% | -$138K | 0.02% | 406 |
|
|
2024
Q1 | $532K | Buy |
+15,767
| New | +$532K | 0.04% | 347 |
|