RA
SCHQ

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

Rise 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
Q4 		– Sell
-550
Closed -$19.2K – 1198
2024
Q3 		$19.2K Buy
550
+6
+1% +$206 0.01% 715
2024
Q2 		$17.9K Buy
+544
New +$17.7K 0.01% 700

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

Rise Advisors's SCHQ Position: Q4 2024 in Review

Rise Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 550 shares — an estimated $19.2K sold.

Rise Advisors first reported a position in SCHQ in Q2 2024 and held it in 2 quarters. The position peaked at $19.2K in Q3 2024. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • Rise Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 550 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $19.2K.
  • Rise Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Rise Advisors's Schwab Long-Term US Treasury ETF position peaked at $19.2K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.