AFG
SCHQ

Atomi Financial Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Atomi Financial Group’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 		$378K Buy
12,076
+4,701
+64% +$146K 0.01% 907
2026
Q1 		$232K Buy
+7,375
New +$235K 0.01% 1084

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 22.96% 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

Atomi Financial Group's SCHQ Position: Q2 2026 in Review

Atomi Financial Group increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 64% in Q2 2026, buying an estimated $146K and bringing the position to 12,076 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #907.

Atomi Financial Group first reported a position in SCHQ in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Atomi Financial Group held 12,076 shares of Schwab Long-Term US Treasury ETF worth $378K as of Q2 2026.
  • Atomi Financial Group bought 4,701 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $146K.
  • Schwab Long-Term US Treasury ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #907 holding.
  • Atomi Financial Group first reported a position in Schwab Long-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.