TWP
SCHQ

Triad Wealth Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-2
Closed -$82 – 741
2024
Q2 		$82 Buy
+2
New +$65 ﹤0.01% 961

Other funds holding SCHQ

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SWA
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MML Investors Services
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's SCHQ Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2024, closing a stake of 2 shares — an estimated $82 sold.

Triad Wealth Partners first reported a position in SCHQ in Q2 2024 and held it in 1 quarter. The position peaked at $82 in Q2 2024. 107 funds tracked by Wall St. Rank hold SCHQ as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2 Schwab Long-Term US Treasury ETF shares in Q3 2024, an estimated $82.
  • Triad Wealth Partners first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab Long-Term US Treasury ETF position peaked at $82 in Q2 2024.
  • 107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.