AWM
SCHQ

Avior Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Avior Wealth Management’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
2021
Q1 		– Sell
-124
Closed -$6K – 1124
2020
Q4 		$6K Buy
+124
New +$6.84K ﹤0.01% 773

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FTUS
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IMC Chicago
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CST
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AHSSHC
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Jane Street
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DSAM
Dock Street Asset Management Palm Beach, Florida $951M AUM 31.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Avior Wealth Management's SCHQ Position: Q1 2021 in Review

Avior Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2021, closing a stake of 124 shares — an estimated $6K sold.

Avior Wealth Management first reported a position in SCHQ in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 26 funds tracked by Wall St. Rank hold SCHQ as of Q1 2021.

  • Avior Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 124 Schwab Long-Term US Treasury ETF shares in Q1 2021, an estimated $6K.
  • Avior Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Avior Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $6K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.