SFMG Wealth 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 | $10.6M | Buy |
333,091
+38,814
| +13% | +$1.24M | 0.8% | 19 |
|
|
2025
Q1 | $9.64M | Buy |
294,277
+19,713
| +7% | +$646K | 0.76% | 21 |
|
|
2024
Q4 | $8.63M | Sell |
274,564
-360,678
| -57% | -$11.3M | 0.68% | 19 |
|
|
2024
Q3 | $22.2M | Sell |
635,242
-888
| -0.1% | -$31.1K | 1.8% | 11 |
|
|
2024
Q2 | $20.9M | Sell |
636,130
-5,479
| -0.9% | -$180K | 1.81% | 11 |
|
|
2024
Q1 | $21.6M | Sell |
641,609
-13,420
| -2% | -$453K | 1.86% | 12 |
|
|
2023
Q4 | $23M | Sell |
655,029
-18,472
| -3% | -$648K | 2.13% | 12 |
|
|
2023
Q3 | $21.3M | Buy |
+673,501
| New | +$21.3M | 2.19% | 12 |
|