WSFS
SCHQ

Wilmington Savings Fund Society’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-192
Closed -$6.72K – 2149
2024
Q3 		$6.72K Buy
+192
New +$6.6K ﹤0.01% 1719

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilmington Savings Fund Society's SCHQ Position: Q4 2024 in Review

Wilmington Savings Fund Society sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2024, closing a stake of 192 shares — an estimated $6.72K sold.

Wilmington Savings Fund Society first reported a position in SCHQ in Q3 2024 and held it in 1 quarter. The position peaked at $6.72K in Q3 2024. 104 funds tracked by Wall St. Rank hold SCHQ as of Q4 2024.

  • Wilmington Savings Fund Society reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 192 Schwab Long-Term US Treasury ETF shares in Q4 2024, an estimated $6.72K.
  • Wilmington Savings Fund Society first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Wilmington Savings Fund Society's Schwab Long-Term US Treasury ETF position peaked at $6.72K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2024.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2024, filed 28 Jan 2025.