Prudential Financial
SCHQ

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

Prudential Financial’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
2024
Q4 		– Sell
-46,893
Closed -$1.64M – 2630
2024
Q3 		$1.64M Buy
46,893
+8,913
+23% +$306K ﹤0.01% 1600
2024
Q2 		$1.25M Sell
37,980
-14,419
-28% -$469K ﹤0.01% 1704
2024
Q1 		$1.77M Sell
52,399
-3,177
-6% -$107K ﹤0.01% 1522
2023
Q4 		$1.95M Buy
55,576
+37,236
+203% +$1.2M ﹤0.01% 1455
2023
Q3 		$581K Buy
+18,340
New +$625K ﹤0.01% 2002

Other funds holding SCHQ

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential Financial's SCHQ Position: Q4 2024 in Review

Prudential Financial sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 46,893 shares — an estimated $1.64M sold.

Prudential Financial first reported a position in SCHQ in Q3 2023 and held it in 5 quarters. The position peaked at $1.95M in Q4 2023. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • Prudential Financial reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 46,893 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $1.64M.
  • Prudential Financial first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Prudential Financial's Schwab Long-Term US Treasury ETF position peaked at $1.95M in Q4 2023.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.