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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWA

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise's SCHQ Position: Q1 2026 in Review

Ameriprise increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 1.1% in Q1 2026, buying an estimated $55.2K and bringing the position to 160,810 shares worth $5.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Ameriprise first reported a position in SCHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.93M in Q3 2024. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Ameriprise held 160,810 shares of Schwab Long-Term US Treasury ETF worth $5.05M as of Q1 2026.
Ameriprise bought 1,733 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $55.2K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2428 holding.
Ameriprise first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Ameriprise's Schwab Long-Term US Treasury ETF position peaked at $9.93M in Q3 2024.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.