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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SCHQ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2025, closing a stake of 47,269 shares — an estimated $1.55M sold.

Atria Wealth Solutions first reported a position in SCHQ in Q4 2023 and held it in 6 quarters. The position peaked at $1.55M in Q1 2025. 107 funds tracked by Wall St. Rank hold SCHQ as of Q2 2025.

Atria Wealth Solutions reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 47,269 Schwab Long-Term US Treasury ETF shares in Q2 2025, an estimated $1.55M.
Atria Wealth Solutions first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's Schwab Long-Term US Treasury ETF position peaked at $1.55M in Q1 2025.
107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.