Wealth Enhancement Advisory Services’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 | $1.18M | Sell |
37,647
-200,242
| -84% | -$6.3M | ﹤0.01% | 1647 |
|
|
2025
Q1 | $7.79M | Buy |
237,889
+64,720
| +37% | +$2.12M | 0.01% | 667 |
|
|
2024
Q4 | $5.44M | Sell |
173,169
-238,326
| -58% | -$7.49M | 0.01% | 770 |
|
|
2024
Q3 | $14.4M | Buy |
411,495
+257,079
| +166% | +$9M | 0.03% | 425 |
|
|
2024
Q2 | $5.07M | Buy |
154,416
+137,287
| +801% | +$4.5M | 0.01% | 686 |
|
|
2024
Q1 | $578K | Buy |
+17,129
| New | +$578K | ﹤0.01% | 1494 |
|