FWP
SCHQ

FAS Wealth Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

FAS Wealth 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
-171
Closed -$5.38K – 442
2024
Q4 		$5.38K Buy
+171
New +$5.64K ﹤0.01% 410

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MML Investors Services
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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
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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

FAS Wealth Partners's SCHQ Position: Q1 2025 in Review

FAS Wealth Partners sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 171 shares — an estimated $5.38K sold.

FAS Wealth Partners first reported a position in SCHQ in Q4 2024 and held it in 1 quarter. The position peaked at $5.38K in Q4 2024. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

  • FAS Wealth Partners reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • FAS Wealth Partners sold 171 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $5.38K.
  • FAS Wealth Partners first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • FAS Wealth Partners's Schwab Long-Term US Treasury ETF position peaked at $5.38K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on FAS Wealth Partners's 13F filing for Q1 2025, filed 5 May 2025.