Advisornet Financial’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Advisornet Financial’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	$67.5K	Buy	+2,156	New	+$67.2K	﹤0.01%	1016
2024 Q4	–	Sell	-43	Closed	-$1.5K	–	2227
2024 Q3	$1.5K	Buy	+43	New	+$1.48K	﹤0.01%	1834
2021 Q3	–	Sell	-40	Closed	-$2K	–	1989
2021 Q2	$2K	Sell	40 -16	-29%	-$778	﹤0.01%	1708
2021 Q1	$3K	Buy	56 +16	+40%	+$808	﹤0.01%	1606
2020 Q4	$2K	Buy	40 +20	+100%	+$1.1K	﹤0.01%	1560
2020 Q3	$1K	Buy	+20	New	+$1.15K	﹤0.01%	1673

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

Advisornet Financial's SCHQ Position: Q2 2026 in Review

Advisornet Financial opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 2,156 shares worth $67.5K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in SCHQ as recently as Q3 2024.

Advisornet Financial first reported a position in SCHQ in Q3 2020 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Advisornet Financial held 2,156 shares of Schwab Long-Term US Treasury ETF worth $67.5K as of Q2 2026.
Schwab Long-Term US Treasury ETF was a new Advisornet Financial position in Q2 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1016 holding.
Advisornet Financial first reported a position in Schwab Long-Term US Treasury ETF in Q3 2020 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.