ZRP
SCHQ

Zynergy Retirement Planning’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Zynergy Retirement Planning’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
2025
Q1 		– Sell
-2,868
Closed -$100K – 118
2024
Q4 		$100K Hold
2,868
– – 0.07% 34
2024
Q3 		$100K Buy
+2,868
New +$98.6K 0.07% 34

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Zynergy Retirement Planning's SCHQ Position: Q1 2025 in Review

Zynergy Retirement Planning sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 2,868 shares — an estimated $100K sold.

Zynergy Retirement Planning first reported a position in SCHQ in Q3 2024 and held it in 2 quarters. The position peaked at $100K in Q4 2024. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

  • Zynergy Retirement Planning reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 2,868 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $100K.
  • Zynergy Retirement Planning first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Zynergy Retirement Planning's Schwab Long-Term US Treasury ETF position peaked at $100K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on Zynergy Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.