Roger Wittlin Investment Advisory’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 Q4	–	Sell	-5,842	Closed	-$204K	–	54
2024 Q3	$204K	Buy	+5,842	New	+$204K	0.12%	53
2023 Q3	–	Sell	-5,545	Closed	-$201K	–	41
2023 Q2	$201K	Buy	5,545 +48	+0.9%	+$1.74K	0.16%	41
2023 Q1	$206K	Buy	+5,497	New	+$206K	0.18%	40