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Sequoia Financial Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Sequoia Financial Advisors’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Sell
45,781
-6,136
-12% -$196K 0.01% 557
2025
Q1 		$1.7M Buy
+51,917
New +$1.7M 0.01% 473