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

Tompkins Financial’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
2020 Q2	–	Sell	-15	Closed	-$1K	–	415
2020 Q1	$1K	Buy	+15	New	+$778	﹤0.01%	404

Other funds holding SCHQ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Tompkins Financial's SCHQ Position: Q2 2020 in Review

Tompkins Financial sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2020, closing a stake of 15 shares — an estimated $1K sold.

Tompkins Financial first reported a position in SCHQ in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 5 funds tracked by Wall St. Rank hold SCHQ as of Q2 2020.

Tompkins Financial reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
Tompkins Financial sold 15 Schwab Long-Term US Treasury ETF shares in Q2 2020, an estimated $1K.
Tompkins Financial first reported a position in Schwab Long-Term US Treasury ETF in Q1 2020 and held it in 1 quarter.
Tompkins Financial's Schwab Long-Term US Treasury ETF position peaked at $1K in Q1 2020.
5 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2020.

Based on Tompkins Financial's 13F filing for Q2 2020, filed 29 Jul 2020.