Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CSIA
SCHQ
Charles Schwab Investment Advisory’s
Schwab Long-Term US Treasury ETF
SCHQ
Stock Holding History
Charles Schwab Investment Advisory’s Portfolio
SCHQ Stock Details
SCHQ Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
2022
Q3
$312K
Sell
2022
Q2
$554K
Sell
2022
Q1
$1.42M
Buy
2021
Q4
$524K
Buy
2021
Q3
$368K
Sell
2021
Q2
$372K
Buy
2021
Q1
$339K
Sell
2020
Q4
$613K
Buy
2020
Q1
–
Sell
2019
Q4
$3.15M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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