Atlas Private Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-31
Closed -$1K 918
2021
Q1
$1K Buy
+31
New +$1.56K ﹤0.01% 838

Other funds holding SCHQ

Atlas Private Wealth Advisors's SCHQ Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2021, closing a stake of 31 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in SCHQ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 18 funds tracked by Wall St. Rank hold SCHQ as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 31 Schwab Long-Term US Treasury ETF shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $1K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.