CA
SCHQ

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

Cetera 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
Q1 		$305K Sell
9,038
-1,218
-12% -$41K ﹤0.01% 1933
2023
Q4 		$360K Buy
10,256
+1,841
+22% +$59.3K 0.01% 1315
2023
Q3 		$267K Buy
+8,415
New +$287K ﹤0.01% 1383

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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 $701M AUM 32.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Advisors's SCHQ Position: Q1 2024 in Review

Cetera Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 12% in Q1 2024, selling an estimated $41K and leaving 9,038 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Cetera Advisors first reported a position in SCHQ in Q3 2023 and has held it in 3 quarters since. The position peaked at $360K in Q4 2023. 91 funds tracked by Wall St. Rank hold SCHQ as of Q1 2024.

  • Cetera Advisors held 9,038 shares of Schwab Long-Term US Treasury ETF worth $305K as of Q1 2024.
  • Cetera Advisors sold 1,218 Schwab Long-Term US Treasury ETF shares in Q1 2024, an estimated $41K.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1933 holding.
  • Cetera Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 3 quarters since.
  • Cetera Advisors's Schwab Long-Term US Treasury ETF position peaked at $360K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2024.

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