RFA
SCHQ

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

Resurgent Financial 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
2024
Q1 		– Sell
-3,447
Closed -$121K – 425
2023
Q4 		$121K Buy
3,447
+1,545
+81% +$49.8K 0.07% 228
2023
Q3 		$60.3K Buy
+1,902
New +$64.9K 0.04% 298

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Resurgent Financial Advisors's SCHQ Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2024, closing a stake of 3,447 shares — an estimated $121K sold.

Resurgent Financial Advisors first reported a position in SCHQ in Q3 2023 and held it in 2 quarters. The position peaked at $121K in Q4 2023. 91 funds tracked by Wall St. Rank hold SCHQ as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,447 Schwab Long-Term US Treasury ETF shares in Q1 2024, an estimated $121K.
  • Resurgent Financial Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's Schwab Long-Term US Treasury ETF position peaked at $121K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.