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

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

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

Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return

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

Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

SevenOneSeven Capital Management Lancaster, Pennsylvania $2.17M AUM 8.67% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return