IDA
SCHQ

Intelligence Driven Advisers’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Intelligence Driven Advisers’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
2022
Q4 		– Sell
-13,085
Closed -$469K – 115
2022
Q3 		$469K Sell
13,085
-2,848
-18% -$112K 0.09% 74
2022
Q2 		$640K Buy
+15,933
New +$656K 0.13% 68

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
SCM
SevenOneSeven Capital Management Lancaster, Pennsylvania $2.17M AUM 8.67% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Intelligence Driven Advisers's SCHQ Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2022, closing a stake of 13,085 shares — an estimated $469K sold.

Intelligence Driven Advisers first reported a position in SCHQ in Q2 2022 and held it in 2 quarters. The position peaked at $640K in Q2 2022. 24 funds tracked by Wall St. Rank hold SCHQ as of Q4 2022.

  • Intelligence Driven Advisers reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Intelligence Driven Advisers sold 13,085 Schwab Long-Term US Treasury ETF shares in Q4 2022, an estimated $469K.
  • Intelligence Driven Advisers first reported a position in Schwab Long-Term US Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Intelligence Driven Advisers's Schwab Long-Term US Treasury ETF position peaked at $640K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.