NFG
SCHQ

Next Financial Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Next Financial Group’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
2021
Q2 		– Sell
-3,735
Closed -$177K – 2697
2021
Q1 		$177K Buy
+3,735
New +$189K 0.02% 815

Other funds holding SCHQ

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Jane Street
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IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CMO
Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return

Next Financial Group's SCHQ Position: Q2 2021 in Review

Next Financial Group sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2021, closing a stake of 3,735 shares — an estimated $177K sold.

Next Financial Group first reported a position in SCHQ in Q1 2021 and held it in 1 quarter. The position peaked at $177K in Q1 2021. 18 funds tracked by Wall St. Rank hold SCHQ as of Q2 2021.

  • Next Financial Group reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 3,735 Schwab Long-Term US Treasury ETF shares in Q2 2021, an estimated $177K.
  • Next Financial Group first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Next Financial Group's Schwab Long-Term US Treasury ETF position peaked at $177K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.