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

Attessa Capital’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	$4.15M	Buy	132,650 +9,134	+7%	+$284K	1.86%	10
2026 Q1	$3.88M	Sell	123,516 -815	-0.7%	-$26K	2.11%	10
2025 Q4	$3.94M	Buy	124,331 +8,905	+8%	+$288K	2.15%	11
2025 Q3	$3.73M	Buy	115,426 +10,608	+10%	+$336K	2.2%	11
2025 Q2	$3.35M	Buy	104,818 +19,893	+23%	+$627K	2.14%	11
2025 Q1	$2.78M	Buy	84,925 +11,114	+15%	+$356K	1.82%	15
2024 Q4	$2.32M	Buy	+73,811	New	+$2.43M	1.58%	17

Other funds holding SCHQ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Attessa Capital's SCHQ Position: Q2 2026 in Review

Attessa Capital increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 7.4% in Q2 2026, buying an estimated $284K and bringing the position to 132,650 shares worth $4.15M. The position accounts for 1.86% of the portfolio, ranked #10.

Attessa Capital first reported a position in SCHQ in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Attessa Capital held 132,650 shares of Schwab Long-Term US Treasury ETF worth $4.15M as of Q2 2026.
Attessa Capital bought 9,134 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $284K.
Schwab Long-Term US Treasury ETF made up 1.86% of Attessa Capital's portfolio in Q2 2026, its #10 holding.
Attessa Capital first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.