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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
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 $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Capital Advisors's SCHQ Position: Q1 2026 in Review

Atlas Capital Advisors held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q1 2026 at 1,606 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #641.

Atlas Capital Advisors first reported a position in SCHQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $51.2K in Q2 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Atlas Capital Advisors held 1,606 shares of Schwab Long-Term US Treasury ETF worth $50.5K as of Q1 2026.
  • Atlas Capital Advisors left its Schwab Long-Term US Treasury ETF share count unchanged in Q1 2026.
  • Schwab Long-Term US Treasury ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #641 holding.
  • Atlas Capital Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • Atlas Capital Advisors's Schwab Long-Term US Treasury ETF position peaked at $51.2K in Q2 2025.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.