Greenup Street Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Greenup Street Wealth 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 Q4	–	Sell	-32,011	Closed	-$1.12M	–	102
2024 Q3	$1.12M	Buy	32,011 +5,210	+19%	+$179K	0.23%	56
2024 Q2	$879K	Sell	26,801 -7,146	-21%	-$233K	0.21%	53
2024 Q1	$1.15M	Buy	33,947 +8,809	+35%	+$297K	0.29%	52
2023 Q4	$882K	Buy	25,138 +1,489	+6%	+$48K	0.25%	52
2023 Q3	$749K	Buy	+23,649	New	+$806K	0.24%	55

Other funds holding SCHQ

TIM

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

SWA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenup Street Wealth Management's SCHQ Position: Q4 2024 in Review

Greenup Street Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 32,011 shares — an estimated $1.12M sold.

Greenup Street Wealth Management first reported a position in SCHQ in Q3 2023 and held it in 5 quarters. The position peaked at $1.15M in Q1 2024. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

Greenup Street Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 32,011 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $1.12M.
Greenup Street Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and held it in 5 quarters.
Greenup Street Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $1.15M in Q1 2024.
104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on Greenup Street Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.