AWS
SCHQ

Atria Wealth Solutions’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-47,269
Closed -$1.55M – 1845
2025
Q1 		$1.55M Buy
47,269
+37,981
+409% +$1.22M 0.02% 729
2024
Q4 		$292K Sell
9,288
-6,613
-42% -$218K ﹤0.01% 1564
2024
Q3 		$556K Buy
15,901
+5,072
+47% +$174K 0.01% 1193
2024
Q2 		$355K Sell
10,829
-913
-8% -$29.7K ﹤0.01% 1407
2024
Q1 		$396K Buy
11,742
+1,402
+14% +$47.2K ﹤0.01% 1372
2023
Q4 		$363K Buy
+10,340
New +$333K ﹤0.01% 1371

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $32.1B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return