TIM
Total Investment Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
17,437
-3,090,438
| -99% | -$98.6M | 0.08% | 35 |
|
|
2025
Q1 | $102M | Buy |
3,107,875
+275,919
| +10% | +$9.04M | 13.31% | 1 |
|
|
2024
Q4 | $89M | Buy |
2,831,956
+93,851
| +3% | +$2.95M | 12.49% | 2 |
|
|
2024
Q3 | $95.8M | Buy |
2,738,105
+177,521
| +7% | +$6.21M | 10.73% | 1 |
|
|
2024
Q2 | $84M | Buy |
2,560,584
+29,594
| +1% | +$971K | 11.05% | 1 |
|
|
2024
Q1 | $85.4M | Buy |
2,530,990
+20,120
| +0.8% | +$679K | 10.74% | 1 |
|
|
2023
Q4 | $88.1M | Buy |
2,510,870
+81,657
| +3% | +$2.86M | 11.18% | 1 |
|
|
2023
Q3 | $77M | Buy |
2,429,213
+1,552,646
| +177% | +$49.2M | 11.02% | 1 |
|
|
2023
Q2 | $31.8M | Buy |
876,567
+28,340
| +3% | +$1.03M | 4.13% | 13 |
|
|
2023
Q1 | $31.8M | Sell |
848,227
-11,026
| -1% | -$413K | 6.07% | 8 |
|
|
2022
Q4 | $30.3M | Buy |
+859,253
| New | +$30.3M | 7.37% | 6 |
|