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Werba Rubin Papier Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$18.4M Sell
578,340
-54,473
-9% -$1.74M 3.47% 6
2025
Q1 		$20.7M Buy
632,813
+327,943
+108% +$10.7M 4.51% 4
2024
Q4 		$9.58M Buy
304,870
+89,875
+42% +$2.82M 2.26% 7
2024
Q3 		$7.52M Buy
+214,995
New +$7.52M 1.76% 11