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

Antonelli 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	$855K	Sell	27,301 -5,000	-15%	-$156K	0.59%	27
2026 Q1	$1.01M	Buy	32,301 +2,346	+8%	+$74.8K	0.7%	24
2025 Q4	$950K	Sell	29,955 -471	-2%	-$15.2K	0.62%	22
2025 Q3	$983K	Sell	30,426 -8,237	-21%	-$261K	0.67%	20
2025 Q2	$1.23M	Buy	38,663 +2,236	+6%	+$70.5K	0.89%	18
2025 Q1	$1.19M	Sell	36,427 -3,629	-9%	-$116K	0.96%	19
2024 Q4	$1.26M	Buy	+40,056	New	+$1.32M	1.06%	19

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

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

Antonelli Financial Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 15% in Q2 2026, selling an estimated $156K and leaving 27,301 shares worth $855K. The position accounts for 0.59% of the portfolio, ranked #27.

Antonelli Financial Advisors first reported a position in SCHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Antonelli Financial Advisors held 27,301 shares of Schwab Long-Term US Treasury ETF worth $855K as of Q2 2026.
Antonelli Financial Advisors sold 5,000 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $156K.
Schwab Long-Term US Treasury ETF made up 0.59% of Antonelli Financial Advisors's portfolio in Q2 2026, its #27 holding.
Antonelli Financial Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's Schwab Long-Term US Treasury ETF position peaked at $1.26M in Q4 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.