TFA
SCHQ

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

Toth Financial Advisory’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
Q3 		– Sell
-53
Closed -$3K – 596
2020
Q2 		$3K Buy
+53
New +$3.03K ﹤0.01% 450

Other funds holding SCHQ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Toth Financial Advisory's SCHQ Position: Q3 2020 in Review

Toth Financial Advisory sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2020, closing a stake of 53 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in SCHQ in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 11 funds tracked by Wall St. Rank hold SCHQ as of Q3 2020.

  • Toth Financial Advisory reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 53 Schwab Long-Term US Treasury ETF shares in Q3 2020, an estimated $3K.
  • Toth Financial Advisory first reported a position in Schwab Long-Term US Treasury ETF in Q2 2020 and held it in 1 quarter.
  • Toth Financial Advisory's Schwab Long-Term US Treasury ETF position peaked at $3K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.