Advisory Services Network’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Advisory Services Network’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	–	Sell	-5,165	Closed	-$162K	–	4185
2026 Q1	$162K	Buy	+5,165	New	+$165K	﹤0.01%	1936
2025 Q4	–	Sell	-6,310	Closed	-$204K	–	3815
2025 Q3	$204K	Buy	+6,310	New	+$200K	﹤0.01%	1683
2024 Q1	–	Sell	-2,970	Closed	-$104K	–	3268
2023 Q4	$104K	Buy	+2,970	New	+$95.7K	﹤0.01%	1626

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

Advisory Services Network's SCHQ Position: Q2 2026 in Review

Advisory Services Network sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 5,165 shares — an estimated $162K sold.

Advisory Services Network first reported a position in SCHQ in Q4 2023 and held it in 3 quarters. The position peaked at $204K in Q3 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Advisory Services Network reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 5,165 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $162K.
Advisory Services Network first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 3 quarters.
Advisory Services Network's Schwab Long-Term US Treasury ETF position peaked at $204K in Q3 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.