AF
SCHQ

Advisornet Financial’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Advisornet Financial’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-43
Closed -$1.5K – 2227
2024
Q3 		$1.5K Buy
+43
New +$1.48K ﹤0.01% 1834
2021
Q3 		– Sell
-40
Closed -$2K – 1989
2021
Q2 		$2K Sell
40
-16
-29% -$778 ﹤0.01% 1708
2021
Q1 		$3K Buy
56
+16
+40% +$808 ﹤0.01% 1606
2020
Q4 		$2K Buy
40
+20
+100% +$1.1K ﹤0.01% 1560
2020
Q3 		$1K Buy
+20
New +$1.15K ﹤0.01% 1673

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's SCHQ Position: Q4 2024 in Review

Advisornet Financial sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 43 shares — an estimated $1.5K sold.

Advisornet Financial first reported a position in SCHQ in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • Advisornet Financial reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 43 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $1.5K.
  • Advisornet Financial first reported a position in Schwab Long-Term US Treasury ETF in Q3 2020 and held it in 5 quarters.
  • Advisornet Financial's Schwab Long-Term US Treasury ETF position peaked at $3K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.