IPW
SCHQ

Impact Partnership Wealth’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-438
Closed -$13.9K – 1055
2023
Q3 		$13.9K Buy
+438
New +$14.9K ﹤0.01% 535

Other funds holding SCHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Impact Partnership Wealth's SCHQ Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2023, closing a stake of 438 shares — an estimated $13.9K sold.

Impact Partnership Wealth first reported a position in SCHQ in Q3 2023 and held it in 1 quarter. The position peaked at $13.9K in Q3 2023. 94 funds tracked by Wall St. Rank hold SCHQ as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 438 Schwab Long-Term US Treasury ETF shares in Q4 2023, an estimated $13.9K.
  • Impact Partnership Wealth first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Schwab Long-Term US Treasury ETF position peaked at $13.9K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.