HWMA
SCHQ

Heritage Wealth Management (Arizona)’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-22
Closed -$1K – 924
2021
Q2 		$1K Buy
+22
New +$1.07K ﹤0.01% 879

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NCM
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SWM
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UBS Group
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Heritage Wealth Management (Arizona)'s SCHQ Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2021, closing a stake of 22 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in SCHQ in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 14 funds tracked by Wall St. Rank hold SCHQ as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 22 Schwab Long-Term US Treasury ETF shares in Q3 2021, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab Long-Term US Treasury ETF in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Schwab Long-Term US Treasury ETF position peaked at $1K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.