DIP
SCHQ

DT Investment Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

DT Investment Partners’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
2025
Q1 		– Sell
-106
Closed -$3.33K – 563
2024
Q4 		$3.33K Hold
106
– – ﹤0.01% 515
2024
Q3 		$3.71K Buy
+106
New +$3.64K ﹤0.01% 557

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DT Investment Partners's SCHQ Position: Q1 2025 in Review

DT Investment Partners sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 106 shares — an estimated $3.33K sold.

DT Investment Partners first reported a position in SCHQ in Q3 2024 and held it in 2 quarters. The position peaked at $3.71K in Q3 2024. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

  • DT Investment Partners reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • DT Investment Partners sold 106 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $3.33K.
  • DT Investment Partners first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and held it in 2 quarters.
  • DT Investment Partners's Schwab Long-Term US Treasury ETF position peaked at $3.71K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on DT Investment Partners's 13F filing for Q1 2025, filed 29 Apr 2025.