Silverlake Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $353K | Sell |
11,083
-7,934
| -42% | -$253K | 0.1% | 211 |
|
2025
Q1 | $623K | Buy |
+19,017
| New | +$623K | 0.24% | 111 |
|
2024
Q4 | – | Sell |
-10,676
| Closed | -$374K | – | 280 |
|
2024
Q3 | $374K | Buy |
10,676
+851
| +9% | +$29.8K | 0.14% | 171 |
|
2024
Q2 | $322K | Sell |
9,825
-120
| -1% | -$3.94K | 0.13% | 178 |
|
2024
Q1 | $335K | Buy |
9,945
+466
| +5% | +$15.7K | 0.17% | 155 |
|
2023
Q4 | $333K | Buy |
+9,479
| New | +$333K | 0.18% | 143 |
|