Silver Oak Securities’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 | $986K | Buy |
30,923
+1,274
| +4% | +$40.6K | 0.08% | 259 |
|
2025
Q1 | $964K | Sell |
29,649
-5,871
| -17% | -$191K | 0.09% | 240 |
|
2024
Q4 | $1.12M | Buy |
35,520
+5,003
| +16% | +$158K | 0.1% | 209 |
|
2024
Q3 | $1.07M | Buy |
30,517
+29,826
| +4,316% | +$1.05M | 0.11% | 191 |
|
2024
Q2 | $22.7K | Buy |
691
+46
| +7% | +$1.51K | ﹤0.01% | 461 |
|
2024
Q1 | $21.8K | Sell |
645
-6,822
| -91% | -$230K | ﹤0.01% | 461 |
|
2023
Q4 | $262K | Buy |
7,467
+396
| +6% | +$13.9K | 0.04% | 405 |
|
2023
Q3 | $224K | Sell |
7,071
-78,284
| -92% | -$2.48M | 0.05% | 271 |
|
2023
Q2 | $3.1M | Buy |
85,355
+64,219
| +304% | +$2.33M | 0.5% | 43 |
|
2023
Q1 | $813K | Buy |
+21,136
| New | +$813K | 0.13% | 134 |
|
2022
Q4 | – | Sell |
-7,071
| Closed | -$224K | – | 455 |
|
2022
Q3 | $224K | Buy |
+7,071
| New | +$224K | 0.05% | 271 |
|