Pacific Capital Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Pacific Capital Wealth 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	-3,982	Closed	-$125K	–	313
2024 Q4	$125K	Hold	3,982	–	–	0.02%	107
2024 Q3	$139K	Hold	3,982	–	–	0.02%	96
2024 Q2	$131K	Hold	3,982	–	–	0.02%	96
2024 Q1	$134K	Hold	3,982	–	–	0.03%	82
2023 Q4	$140K	Buy	+3,982	New	+$128K	0.04%	79

Other funds holding SCHQ

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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pacific Capital Wealth Advisors's SCHQ Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 3,982 shares — an estimated $125K sold.

Pacific Capital Wealth Advisors first reported a position in SCHQ in Q4 2023 and held it in 5 quarters. The position peaked at $140K in Q4 2023. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 3,982 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $125K.
Pacific Capital Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $140K in Q4 2023.
103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.