Independence Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Independence Advisors’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
2020 Q3	$2K	Buy	+37	New	+$2.13K	﹤0.01%	169

Other funds holding SCHQ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Advisors's SCHQ Position: Q3 2020 in Review

Independence Advisors opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2020: 37 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #169 among its holdings.

11 funds tracked by Wall St. Rank hold SCHQ as of Q3 2020.

Independence Advisors held 37 shares of Schwab Long-Term US Treasury ETF worth $2K as of Q3 2020.
Schwab Long-Term US Treasury ETF was a new Independence Advisors position in Q3 2020.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #169 holding.
11 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.