TC
SCHQ

TAP Consulting’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

TAP Consulting’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 		$2.68M Buy
85,319
+3,865
+5% +$127K 0.55% 55
2024
Q3 		$2.85M Buy
81,454
+4,383
+6% +$151K 0.56% 52
2024
Q2 		$2.53M Buy
+77,071
New +$2.51M 0.53% 54

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAP Consulting's SCHQ Position: Q4 2024 in Review

TAP Consulting increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 4.7% in Q4 2024, buying an estimated $127K and bringing the position to 85,319 shares worth $2.68M. The position accounts for 0.55% of the portfolio, ranked #55.

TAP Consulting first reported a position in SCHQ in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.85M in Q3 2024. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • TAP Consulting held 85,319 shares of Schwab Long-Term US Treasury ETF worth $2.68M as of Q4 2024.
  • TAP Consulting bought 3,865 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $127K.
  • Schwab Long-Term US Treasury ETF made up 0.55% of TAP Consulting's portfolio in Q4 2024, its #55 holding.
  • TAP Consulting first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and has held it in 3 quarters since.
  • TAP Consulting's Schwab Long-Term US Treasury ETF position peaked at $2.85M in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.