BI
SCHQ

Bolthouse Investments’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bolthouse Investments’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
Q1 		– Sell
-14,541
Closed -$457K – 76
2024
Q4 		$457K Buy
+14,541
New +$479K 0.42% 54

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Bolthouse Investments's SCHQ Position: Q1 2025 in Review

Bolthouse Investments sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 14,541 shares — an estimated $457K sold.

Bolthouse Investments first reported a position in SCHQ in Q4 2024 and held it in 1 quarter. The position peaked at $457K in Q4 2024. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

  • Bolthouse Investments reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Bolthouse Investments sold 14,541 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $457K.
  • Bolthouse Investments first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Bolthouse Investments's Schwab Long-Term US Treasury ETF position peaked at $457K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on Bolthouse Investments's 13F filing for Q1 2025, filed 29 Apr 2025.