SevenOneSeven Capital Management’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
2023
Q4
$144K Sell
4,288
-54,068
-93% -$1.82M 6.63% 9
2023
Q3
$1.83M Sell
58,356
-58,833
-50% -$1.85M 4.26% 9
2023
Q2
$3.97M Buy
117,189
+41,748
+55% +$1.41M 8.92% 2
2023
Q1
$2.81M Sell
75,441
-6,964
-8% -$259K 6.33% 7
2022
Q4
$2.9M Buy
+82,405
New +$2.9M 6.26% 6