PFGIA
SCHQ

Patriot Financial Group Insurance Agency’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1
Closed – – 2227
2021
Q2 		$0 Sell
1
-186
-99% -$9.04K ﹤0.01% 2151
2021
Q1 		$9K Buy
+187
New +$9.44K ﹤0.01% 1394

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CCP
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CCFM
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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
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
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHQ Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2021, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in SCHQ in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 14 funds tracked by Wall St. Rank hold SCHQ as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 Schwab Long-Term US Treasury ETF share in Q3 2021.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Schwab Long-Term US Treasury ETF position peaked at $9K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.