CAPTRUST Financial Advisors
SCHQ

CAPTRUST Financial Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

CAPTRUST Financial Advisors’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
Q4 		– Sell
-6,027
Closed -$211K – 2385
2024
Q3 		$211K Sell
6,027
-284
-5% -$9.76K ﹤0.01% 2099
2024
Q2 		$207K Buy
+6,311
New +$205K ﹤0.01% 2023
2022
Q3 		– Sell
-16
Closed -$1K – 3686
2022
Q2 		$1K Sell
16
-32
-67% -$1.32K ﹤0.01% 4734
2022
Q1 		$2K Sell
48
-626
-93% -$29.9K ﹤0.01% 4535
2021
Q4 		$35K Buy
+674
New +$34.4K ﹤0.01% 2923

Other funds holding SCHQ

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 $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's SCHQ Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 6,027 shares — an estimated $211K sold.

CAPTRUST Financial Advisors first reported a position in SCHQ in Q4 2021 and held it in 5 quarters. The position peaked at $211K in Q3 2024. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,027 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $211K.
  • CAPTRUST Financial Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Schwab Long-Term US Treasury ETF position peaked at $211K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.