DIM
SCHQ

Delta Investment Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Delta Investment Management’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
Q2 		– Sell
-10,164
Closed -$481K – 179
2021
Q1 		$481K Buy
+10,164
New +$513K 0.15% 98

Other funds holding SCHQ

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IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Delta Investment Management's SCHQ Position: Q2 2021 in Review

Delta Investment Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2021, closing a stake of 10,164 shares — an estimated $481K sold.

Delta Investment Management first reported a position in SCHQ in Q1 2021 and held it in 1 quarter. The position peaked at $481K in Q1 2021. 18 funds tracked by Wall St. Rank hold SCHQ as of Q2 2021.

  • Delta Investment Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Delta Investment Management sold 10,164 Schwab Long-Term US Treasury ETF shares in Q2 2021, an estimated $481K.
  • Delta Investment Management first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Delta Investment Management's Schwab Long-Term US Treasury ETF position peaked at $481K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2021.

Based on Delta Investment Management's 13F filing for Q2 2021, filed 6 Aug 2021.