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

AllGen Financial Advisors’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	$6.94M	Buy	+221,736	New	+$6.91M	1.52%	18

Other funds holding SCHQ

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.6M AUM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

AllGen Financial Advisors's SCHQ Position: Q2 2026 in Review

AllGen Financial Advisors opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 221,736 shares worth $6.94M. The stake represents 1.52% of the portfolio and ranks #18 among its holdings.

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

AllGen Financial Advisors held 221,736 shares of Schwab Long-Term US Treasury ETF worth $6.94M as of Q2 2026.
Schwab Long-Term US Treasury ETF was a new AllGen Financial Advisors position in Q2 2026.
Schwab Long-Term US Treasury ETF made up 1.52% of AllGen Financial Advisors's portfolio in Q2 2026, its #18 holding.
29 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.