WBH Advisory’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 | $2.73M | Sell |
85,591
-27,844
| -25% | -$888K | 0.23% | 79 |
|
|
2025
Q1 | $3.72M | Buy |
113,435
+73,219
| +182% | +$2.4M | 0.35% | 62 |
|
|
2024
Q4 | $1.26M | Sell |
40,216
-27,155
| -40% | -$853K | 0.12% | 129 |
|
|
2024
Q3 | $2.36M | Buy |
67,371
+9,228
| +16% | +$323K | 0.22% | 78 |
|
|
2024
Q2 | $1.91M | Sell |
58,143
-25,565
| -31% | -$839K | 0.19% | 87 |
|
|
2024
Q1 | $2.82M | Sell |
83,708
-16,125
| -16% | -$544K | 0.29% | 71 |
|
|
2023
Q4 | $3.5M | Buy |
99,833
+52,698
| +112% | +$1.85M | 0.39% | 60 |
|
|
2023
Q3 | $1.49M | Sell |
47,135
-29
| -0.1% | -$919 | 0.18% | 110 |
|
|
2023
Q2 | $1.71M | Buy |
+47,164
| New | +$1.71M | 0.2% | 100 |
|