Action Point Financial Planning’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Action Point Financial 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
2026 Q2	$751	Buy	+24	New	+$748	﹤0.01%	2557

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Action Point Financial Planning's SCHQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 24 shares worth $751. The stake represents ﹤0.01% of the portfolio and ranks #2557 among its holdings.

117 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Action Point Financial Planning held 24 shares of Schwab Long-Term US Treasury ETF worth $751 as of Q2 2026.
Schwab Long-Term US Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2557 holding.
117 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.