BAM
SCHQ

Belpointe Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Belpointe Asset 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
2024
Q1 		– Sell
-21,807
Closed -$765K – 827
2023
Q4 		$765K Sell
21,807
-1,306
-6% -$42.1K 0.07% 264
2023
Q3 		$732K Sell
23,113
-476
-2% -$16.2K 0.08% 256
2023
Q2 		$856K Buy
23,589
+1,466
+7% +$53.7K 0.09% 213
2023
Q1 		$829K Buy
+22,123
New +$816K 0.04% 388

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belpointe Asset Management's SCHQ Position: Q1 2024 in Review

Belpointe Asset Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2024, closing a stake of 21,807 shares — an estimated $765K sold.

Belpointe Asset Management first reported a position in SCHQ in Q1 2023 and held it in 4 quarters. The position peaked at $856K in Q2 2023. 91 funds tracked by Wall St. Rank hold SCHQ as of Q1 2024.

  • Belpointe Asset Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 21,807 Schwab Long-Term US Treasury ETF shares in Q1 2024, an estimated $765K.
  • Belpointe Asset Management first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and held it in 4 quarters.
  • Belpointe Asset Management's Schwab Long-Term US Treasury ETF position peaked at $856K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.