Stratos 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
Q1 | – | Sell |
-35,486
| Closed | -$1.12M | – | 732 |
|
|
2024
Q4 | $1.12M | Sell |
35,486
-32,173
| -48% | -$1.01M | 0.05% | 311 |
|
|
2024
Q3 | $2.37M | Buy |
67,659
+947
| +1% | +$33.1K | 0.11% | 199 |
|
|
2024
Q2 | $2.19M | Sell |
66,712
-13,023
| -16% | -$427K | 0.11% | 194 |
|
|
2024
Q1 | $2.69M | Sell |
79,735
-20,743
| -21% | -$700K | 0.16% | 149 |
|
|
2023
Q4 | $3.52M | Buy |
100,478
+46,434
| +86% | +$1.63M | 0.2% | 145 |
|
|
2023
Q3 | $1.71M | Buy |
54,044
+2,371
| +5% | +$75.1K | 0.11% | 221 |
|
|
2023
Q2 | $1.88M | Buy |
+51,673
| New | +$1.88M | 0.13% | 206 |
|