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

Ameriprise’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	$5.23M	Buy	167,188 +6,378	+4%	+$199K	﹤0.01%	2521
2026 Q1	$5.05M	Buy	160,810 +1,733	+1%	+$55.2K	﹤0.01%	2428
2025 Q4	$5.04M	Buy	159,077 +3,035	+2%	+$98.1K	﹤0.01%	2429
2025 Q3	$5.03M	Sell	156,042 -131,199	-46%	-$4.15M	﹤0.01%	2445
2025 Q2	$9.16M	Buy	287,241 +19,942	+7%	+$628K	﹤0.01%	1884
2025 Q1	$8.76M	Sell	267,299 -41,302	-13%	-$1.32M	﹤0.01%	1860
2024 Q4	$9.7M	Buy	308,601 +24,921	+9%	+$821K	﹤0.01%	1832
2024 Q3	$9.93M	Buy	283,680 +108,032	+62%	+$3.71M	﹤0.01%	1812
2024 Q2	$5.76M	Buy	175,648 +92,163	+110%	+$3M	﹤0.01%	2200
2024 Q1	$2.82M	Buy	83,485 +52,473	+169%	+$1.77M	﹤0.01%	2698
2023 Q4	$1.09M	Sell	31,012 -87,074	-74%	-$2.8M	﹤0.01%	3151
2023 Q3	$3.61M	Buy	118,086 +104,400	+763%	+$3.56M	﹤0.01%	2516
2023 Q2	$496K	Buy	+13,686	New	+$502K	﹤0.01%	3443

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

Ameriprise's SCHQ Position: Q2 2026 in Review

Ameriprise increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 4% in Q2 2026, buying an estimated $199K and bringing the position to 167,188 shares worth $5.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Ameriprise first reported a position in SCHQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.93M in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Ameriprise held 167,188 shares of Schwab Long-Term US Treasury ETF worth $5.23M as of Q2 2026.
Ameriprise bought 6,378 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $199K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2521 holding.
Ameriprise first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Ameriprise's Schwab Long-Term US Treasury ETF position peaked at $9.93M in Q3 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.