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