Bogart Wealth LLC’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bogart Wealth LLC’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
2025 Q3	–	Sell	-1,300	Closed	-$41.5K	–	1582
2025 Q2	$41.5K	Hold	1,300	–	–	﹤0.01%	482
2025 Q1	$42.6K	Hold	1,300	–	–	﹤0.01%	452
2024 Q4	$40.9K	Sell	1,300 -785	-38%	-$25.9K	﹤0.01%	443
2024 Q3	$73K	Buy	2,085 +785	+60%	+$27K	﹤0.01%	344
2024 Q2	$42.7K	Hold	1,300	–	–	﹤0.01%	436
2024 Q1	$43.8K	Hold	1,300	–	–	﹤0.01%	406
2023 Q4	$45.6K	Hold	1,300	–	–	﹤0.01%	391
2023 Q3	$41.2K	Buy	1,300 +100	+8%	+$3.41K	﹤0.01%	373
2023 Q2	$43.5K	Buy	+1,200	New	+$44K	﹤0.01%	351

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Bogart Wealth LLC's SCHQ Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025, closing a stake of 1,300 shares — an estimated $41.5K sold.

Bogart Wealth LLC first reported a position in SCHQ in Q2 2023 and held it in 9 quarters. The position peaked at $73K in Q3 2024. 112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

Bogart Wealth LLC reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 1,300 Schwab Long-Term US Treasury ETF shares in Q3 2025, an estimated $41.5K.
Bogart Wealth LLC first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and held it in 9 quarters.
Bogart Wealth LLC's Schwab Long-Term US Treasury ETF position peaked at $73K in Q3 2024.
112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.