Cardan Capital Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Cardan Capital Partners’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 Q3	$4.59M	Buy	+91,530	New	+$4.72M	0.51%	63
2021 Q2	–	Sell	-175,516	Closed	-$8.3M	–	281
2021 Q1	$8.3M	Buy	+175,516	New	+$8.86M	1%	29
2020 Q2	–	Sell	-99,477	Closed	-$5.71M	–	247
2020 Q1	$5.71M	Buy	+99,477	New	+$5.16M	0.95%	20

Other funds holding SCHQ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CMO

Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return

NCM

Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Cardan Capital Partners's SCHQ Position: Q3 2021 in Review

Cardan Capital Partners opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2021: 91,530 shares worth $4.59M. The stake represents 0.51% of the portfolio and ranks #63 among its holdings. This is a return to the name: Cardan Capital Partners previously reported a position in SCHQ as recently as Q1 2021.

Cardan Capital Partners first reported a position in SCHQ in Q1 2020 and has held it in 3 quarters since. The position peaked at $8.3M in Q1 2021. 14 funds tracked by Wall St. Rank hold SCHQ as of Q3 2021.

Cardan Capital Partners held 91,530 shares of Schwab Long-Term US Treasury ETF worth $4.59M as of Q3 2021.
Schwab Long-Term US Treasury ETF was a new Cardan Capital Partners position in Q3 2021.
Schwab Long-Term US Treasury ETF made up 0.51% of Cardan Capital Partners's portfolio in Q3 2021, its #63 holding.
Cardan Capital Partners first reported a position in Schwab Long-Term US Treasury ETF in Q1 2020 and has held it in 3 quarters since.
Cardan Capital Partners's Schwab Long-Term US Treasury ETF position peaked at $8.3M in Q1 2021.
14 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.