CAN
SCHQ

Cetera Advisor Networks’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Cetera Advisor Networks’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 		$613K Sell
18,181
-353
-2% -$11.9K ﹤0.01% 1792
2023
Q4 		$650K Buy
+18,534
New +$597K ﹤0.01% 1671

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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 $819M AUM 41.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Advisor Networks's SCHQ Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 1.9% in Q1 2024, selling an estimated $11.9K and leaving 18,181 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Cetera Advisor Networks first reported a position in SCHQ in Q4 2023 and has held it in 2 quarters since. The position peaked at $650K in Q4 2023. 91 funds tracked by Wall St. Rank hold SCHQ as of Q1 2024.

  • Cetera Advisor Networks held 18,181 shares of Schwab Long-Term US Treasury ETF worth $613K as of Q1 2024.
  • Cetera Advisor Networks sold 353 Schwab Long-Term US Treasury ETF shares in Q1 2024, an estimated $11.9K.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1792 holding.
  • Cetera Advisor Networks first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisor Networks's Schwab Long-Term US Treasury ETF position peaked at $650K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.