LCM
SCHQ

Leisure Capital Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Leisure Capital Management’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
2024
Q3 		– Sell
-13,161
Closed -$432K – 147
2024
Q2 		$432K Buy
+13,161
New +$429K 0.2% 106

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leisure Capital Management's SCHQ Position: Q3 2024 in Review

Leisure Capital Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2024, closing a stake of 13,161 shares — an estimated $432K sold.

Leisure Capital Management first reported a position in SCHQ in Q2 2024 and held it in 1 quarter. The position peaked at $432K in Q2 2024. 107 funds tracked by Wall St. Rank hold SCHQ as of Q3 2024.

  • Leisure Capital Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Leisure Capital Management sold 13,161 Schwab Long-Term US Treasury ETF shares in Q3 2024, an estimated $432K.
  • Leisure Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Leisure Capital Management's Schwab Long-Term US Treasury ETF position peaked at $432K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2024.

Based on Leisure Capital Management's 13F filing for Q3 2024, filed 16 Oct 2024.