SFMG Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

SFMG Wealth Advisors’s Portfolio SCHQ Stock Details SCHQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.5M	Buy
2025 Q2	$10.6M	Buy
2025 Q1	$9.64M	Buy
2024 Q4	$8.63M	Sell
2024 Q3	$22.2M	Sell
2024 Q2	$20.9M	Sell
2024 Q1	$21.6M	Sell
2023 Q4	$23M	Sell
2023 Q3	$21.3M	Buy