ACA
SCHQ

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

Atlas 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 		– Sell
-1,606
Closed -$50.5K – 1090
2026
Q1 		$50.5K Hold
1,606
– – 0.01% 641
2025
Q4 		$50.9K Buy
+1,606
New +$51.9K 0.01% 614
2025
Q2 		$51.2K Buy
+1,606
New +$50.6K 0.01% 619

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mirae Asset Global Investments
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atlas Capital Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 1,606 shares — an estimated $50.5K sold.

Atlas Capital Advisors first reported a position in SCHQ in Q2 2025 and held it in 3 quarters. The position peaked at $51.2K in Q2 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Atlas Capital Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,606 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $50.5K.
  • Atlas Capital Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and held it in 3 quarters.
  • Atlas Capital Advisors's Schwab Long-Term US Treasury ETF position peaked at $51.2K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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