WWM
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WT Wealth 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
Q1
$2.86M Sell
87,388
-15,808
-15% -$518K 0.93% 34
2024
Q4
$3.24M Buy
103,196
+593
+0.6% +$18.6K 1.02% 29
2024
Q3
$3.45M Buy
+102,603
New +$3.45M 1.1% 29