Wilbanks Smith & Thomas Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	–	Sell	-9,240	Closed	-$324K	–	542
2023 Q4	$324K	Buy	+9,240	New	+$298K	0.01%	410
2023 Q3	–	Sell	-10,179	Closed	-$369K	–	521
2023 Q2	$369K	Sell	10,179 -105	-1%	-$3.85K	0.01%	377
2023 Q1	$385K	Sell	10,284 -147	-1%	-$5.42K	0.01%	354
2022 Q4	$368K	Sell	10,431 -70	-0.7%	-$2.49K	0.01%	361
2022 Q3	$378K	Buy	+10,501	New	+$414K	0.02%	321

Other funds holding SCHQ

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

NCM

Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Wilbanks Smith & Thomas Asset Management's SCHQ Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2024, closing a stake of 9,240 shares — an estimated $324K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHQ in Q3 2022 and held it in 5 quarters. The position peaked at $385K in Q1 2023. 91 funds tracked by Wall St. Rank hold SCHQ as of Q1 2024.

Wilbanks Smith & Thomas Asset Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 9,240 Schwab Long-Term US Treasury ETF shares in Q1 2024, an estimated $324K.
Wilbanks Smith & Thomas Asset Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2022 and held it in 5 quarters.
Wilbanks Smith & Thomas Asset Management's Schwab Long-Term US Treasury ETF position peaked at $385K in Q1 2023.
91 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.