SFS
SCHQ

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

Sowell Financial Services’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
Q1 		– Sell
-147
Closed -$8K – 3277
2020
Q4 		$8K Buy
+147
New +$8.11K ﹤0.01% 2129

Other funds holding SCHQ

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
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 $3.12B AUM 14.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Sowell Financial Services's SCHQ Position: Q1 2021 in Review

Sowell Financial Services sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2021, closing a stake of 147 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in SCHQ in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 26 funds tracked by Wall St. Rank hold SCHQ as of Q1 2021.

  • Sowell Financial Services reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 147 Schwab Long-Term US Treasury ETF shares in Q1 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Schwab Long-Term US Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Schwab Long-Term US Treasury ETF position peaked at $8K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.