Family Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Family Asset 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
2024 Q3	$904K	Buy	25,822 +11,960	+86%	+$411K	0.54%	44
2024 Q2	$455K	Sell	13,862 -23,070	-62%	-$751K	0.29%	71
2024 Q1	$1.25M	Sell	36,932 -6,930	-16%	-$234K	0.78%	33
2023 Q4	$1.54M	Buy	43,862 +11,105	+34%	+$358K	1.03%	21
2023 Q3	$1.04M	Buy	32,757 +2,622	+9%	+$89.4K	0.77%	33
2023 Q2	$1.09M	Buy	+30,135	New	+$1.1M	0.74%	31

Other funds holding SCHQ

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Asset Management's SCHQ Position: Q3 2024 in Review

Family Asset Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 86% in Q3 2024, buying an estimated $411K and bringing the position to 25,822 shares worth $904K. The position accounts for 0.54% of the portfolio, ranked #44.

Family Asset Management first reported a position in SCHQ in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2023. 107 funds tracked by Wall St. Rank hold SCHQ as of Q3 2024.

Family Asset Management held 25,822 shares of Schwab Long-Term US Treasury ETF worth $904K as of Q3 2024.
Family Asset Management bought 11,960 Schwab Long-Term US Treasury ETF shares in Q3 2024, an estimated $411K.
Schwab Long-Term US Treasury ETF made up 0.54% of Family Asset Management's portfolio in Q3 2024, its #44 holding.
Family Asset Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 6 quarters since.
Family Asset Management's Schwab Long-Term US Treasury ETF position peaked at $1.54M in Q4 2023.
107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.