MGO One Seven’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

MGO One Seven’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 Q3	–	Sell	-8,413	Closed	-$305K	–	883
2023 Q2	$305K	Buy	8,413 +1,648	+24%	+$60.4K	0.03%	590
2023 Q1	$253K	Buy	+6,765	New	+$250K	0.02%	725

Other funds holding SCHQ

TIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NCM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MGO One Seven's SCHQ Position: Q3 2023 in Review

MGO One Seven sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2023, closing a stake of 8,413 shares — an estimated $305K sold.

MGO One Seven first reported a position in SCHQ in Q1 2023 and held it in 2 quarters. The position peaked at $305K in Q2 2023. 59 funds tracked by Wall St. Rank hold SCHQ as of Q3 2023.

MGO One Seven reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
MGO One Seven sold 8,413 Schwab Long-Term US Treasury ETF shares in Q3 2023, an estimated $305K.
MGO One Seven first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
MGO One Seven's Schwab Long-Term US Treasury ETF position peaked at $305K in Q2 2023.
59 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2023.

Based on MGO One Seven's 13F filing for Q3 2023, filed 3 Nov 2023.