Aptus Capital Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Aptus Capital 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	$22.9K	Sell	731 -1,515	-67%	-$47.2K	﹤0.01%	1499
2026 Q1	$70.6K	Sell	2,246 -1,303	-37%	-$41.5K	﹤0.01%	1219
2025 Q4	$113K	Buy	3,549 +1,445	+69%	+$46.7K	﹤0.01%	1149
2025 Q3	$68K	Sell	2,104 -807	-28%	-$25.6K	﹤0.01%	1194
2025 Q2	$92.8K	Sell	2,911 -1,732	-37%	-$54.6K	﹤0.01%	1092
2025 Q1	$152K	Buy	4,643 +2,110	+83%	+$67.6K	﹤0.01%	944
2024 Q4	$79.6K	Buy	+2,533	New	+$83.5K	﹤0.01%	1042

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

Aptus Capital Advisors's SCHQ Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 67% in Q2 2026, selling an estimated $47.2K and leaving 731 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Aptus Capital Advisors first reported a position in SCHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $152K in Q1 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Aptus Capital Advisors held 731 shares of Schwab Long-Term US Treasury ETF worth $22.9K as of Q2 2026.
Aptus Capital Advisors sold 1,515 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $47.2K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1499 holding.
Aptus Capital Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's Schwab Long-Term US Treasury ETF position peaked at $152K in Q1 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.