AE Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

AE Wealth Management’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	-104	Closed	-$3.27K	–	2769
2026 Q1	$3.27K	Sell	104 -29	-22%	-$924	﹤0.01%	2430
2025 Q4	$4.22K	Buy	133 +126	+1,800%	+$4.07K	﹤0.01%	2256
2025 Q3	$226	Hold	7	–	–	﹤0.01%	2251
2025 Q2	$223	Sell	7 -8	-53%	-$252	﹤0.01%	2119
2025 Q1	$491	Buy	15 +8	+114%	+$256	﹤0.01%	2103
2024 Q4	$220	Buy	+7	New	+$231	﹤0.01%	2103

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

AE Wealth Management's SCHQ Position: Q2 2026 in Review

AE Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 104 shares — an estimated $3.27K sold.

AE Wealth Management first reported a position in SCHQ in Q4 2024 and held it in 6 quarters. The position peaked at $4.22K in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

AE Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 104 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $3.27K.
AE Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and held it in 6 quarters.
AE Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $4.22K in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.