SWC
SCHQ

Spectrum Wealth Counsel’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Spectrum Wealth Counsel’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
-1,274
Closed -$44.6K – 396
2024
Q3 		$44.6K Hold
1,274
– – 0.01% 180
2024
Q2 		$41.8K Sell
1,274
-138
-10% -$4.49K 0.01% 217
2024
Q1 		$47.6K Hold
1,412
– – 0.01% 212
2023
Q4 		$49.5K Buy
+1,412
New +$45.5K 0.01% 194

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

Spectrum Wealth Counsel's SCHQ Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 1,274 shares — an estimated $44.6K sold.

Spectrum Wealth Counsel first reported a position in SCHQ in Q4 2023 and held it in 4 quarters. The position peaked at $49.5K in Q4 2023. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 1,274 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $44.6K.
  • Spectrum Wealth Counsel first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Spectrum Wealth Counsel's Schwab Long-Term US Treasury ETF position peaked at $49.5K in Q4 2023.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.