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

Stratos Wealth 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
2025 Q1	–	Sell	-35,486	Closed	-$1.12M	–	732
2024 Q4	$1.12M	Sell	35,486 -32,173	-48%	-$1.06M	0.05%	311
2024 Q3	$2.37M	Buy	67,659 +947	+1%	+$32.5K	0.11%	199
2024 Q2	$2.19M	Sell	66,712 -13,023	-16%	-$424K	0.11%	194
2024 Q1	$2.69M	Sell	79,735 -20,743	-21%	-$699K	0.16%	149
2023 Q4	$3.52M	Buy	100,478 +46,434	+86%	+$1.5M	0.2%	145
2023 Q3	$1.71M	Buy	54,044 +2,371	+5%	+$80.8K	0.11%	221
2023 Q2	$1.88M	Buy	+51,673	New	+$1.89M	0.13%	206

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stratos Wealth Advisors's SCHQ Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 35,486 shares — an estimated $1.12M sold.

Stratos Wealth Advisors first reported a position in SCHQ in Q2 2023 and held it in 7 quarters. The position peaked at $3.52M in Q4 2023. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

Stratos Wealth Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 35,486 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $1.12M.
Stratos Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and held it in 7 quarters.
Stratos Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $3.52M in Q4 2023.
103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.