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SCHQ

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

NewEdge 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
2025
Q1 		– Sell
-278
Closed -$8.74K – 4091
2024
Q4 		$8.74K Sell
278
-6,037
-96% -$199K ﹤0.01% 3071
2024
Q3 		$221K Sell
6,315
-113,079
-95% -$3.89M ﹤0.01% 1957
2024
Q2 		$3.92M Sell
119,394
-24,028
-17% -$782K 0.03% 520
2024
Q1 		$4.84M Buy
143,422
+70,184
+96% +$2.37M 0.04% 401
2023
Q4 		$2.46M Buy
73,238
+29,642
+68% +$955K 0.02% 595
2023
Q3 		$1.38M Buy
43,596
+43,322
+15,811% +$1.48M 0.02% 730
2023
Q2 		$9.94K Hold
274
– – ﹤0.01% 2602
2023
Q1 		$10.3K Sell
274
-24
-8% -$886 ﹤0.01% 2559
2022
Q4 		$11 Buy
+298
New +$10.6K ﹤0.01% 3699

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's SCHQ Position: Q1 2025 in Review

NewEdge Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 278 shares — an estimated $8.74K sold.

NewEdge Advisors first reported a position in SCHQ in Q4 2022 and held it in 9 quarters. The position peaked at $4.84M in Q1 2024. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

  • NewEdge Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 278 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $8.74K.
  • NewEdge Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2022 and held it in 9 quarters.
  • NewEdge Advisors's Schwab Long-Term US Treasury ETF position peaked at $4.84M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.