RWIA
SCHQ

Roger Wittlin Investment Advisory’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Roger Wittlin Investment Advisory’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
-5,842
Closed -$204K – 54
2024
Q3 		$204K Buy
+5,842
New +$201K 0.12% 53
2023
Q3 		– Sell
-5,545
Closed -$201K – 41
2023
Q2 		$201K Buy
5,545
+48
+0.9% +$1.76K 0.16% 41
2023
Q1 		$206K Buy
+5,497
New +$203K 0.18% 40

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 $67.7B AUM 51.91% 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

Roger Wittlin Investment Advisory's SCHQ Position: Q4 2024 in Review

Roger Wittlin Investment Advisory sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 5,842 shares — an estimated $204K sold.

Roger Wittlin Investment Advisory first reported a position in SCHQ in Q1 2023 and held it in 3 quarters. The position peaked at $206K in Q1 2023. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • Roger Wittlin Investment Advisory reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 5,842 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $204K.
  • Roger Wittlin Investment Advisory first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Roger Wittlin Investment Advisory's Schwab Long-Term US Treasury ETF position peaked at $206K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.