CMO
SCHQ

Covenant Multifamily Offices’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Covenant Multifamily Offices’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 		$316K Buy
6,340
+197
+3% +$10.2K 0.06% 176
2021
Q2 		$308K Buy
6,143
+410
+7% +$19.9K 0.06% 176
2021
Q1 		$271K Buy
+5,733
New +$289K 0.06% 156

Other funds holding SCHQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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
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
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

Covenant Multifamily Offices's SCHQ Position: Q3 2021 in Review

Covenant Multifamily Offices increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 3.2% in Q3 2021, buying an estimated $10.2K and bringing the position to 6,340 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #176.

Covenant Multifamily Offices first reported a position in SCHQ in Q1 2021 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SCHQ as of Q3 2021.

  • Covenant Multifamily Offices held 6,340 shares of Schwab Long-Term US Treasury ETF worth $316K as of Q3 2021.
  • Covenant Multifamily Offices bought 197 Schwab Long-Term US Treasury ETF shares in Q3 2021, an estimated $10.2K.
  • Schwab Long-Term US Treasury ETF made up 0.06% of Covenant Multifamily Offices's portfolio in Q3 2021, its #176 holding.
  • Covenant Multifamily Offices first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.