BCM
SCHQ

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

Barden Capital Management’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 		$1.36M Sell
43,414
-751
-2% -$23.4K 1.25% 28
2026
Q1 		$1.39M Buy
44,165
+312
+0.7% +$9.95K 1.19% 34
2025
Q4 		$1.39M Buy
43,853
+2,945
+7% +$95.2K 1.14% 35
2025
Q3 		$1.32M Sell
40,908
-1,371
-3% -$43.4K 1.1% 41
2025
Q2 		$1.35M Sell
42,279
-1,211
-3% -$38.2K 1.18% 39
2025
Q1 		$1.42M Buy
43,490
+1,258
+3% +$40.3K 1.27% 33
2024
Q4 		$1.33M Buy
42,232
+2,637
+7% +$86.9K 1.14% 35
2024
Q3 		$1.39M Buy
39,595
+4,283
+12% +$147K 1.22% 36
2024
Q2 		$1.16M Buy
35,312
+2,007
+6% +$65.3K 1.09% 41
2024
Q1 		$1.12M Sell
33,305
-4,554
-12% -$153K 1.09% 39
2023
Q4 		$1.2M Hold
37,859
– – 0.98% 42
2023
Q3 		$1.2M Buy
37,859
+9,568
+34% +$326K 1.17% 36
2023
Q2 		$1.03M Sell
28,291
-9,917
-26% -$363K 1.13% 42
2023
Q1 		$1.43M Buy
+38,208
New +$1.41M 1.37% 27

Other funds holding SCHQ

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 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

Barden Capital Management's SCHQ Position: Q2 2026 in Review

Barden Capital Management reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 1.7% in Q2 2026, selling an estimated $23.4K and leaving 43,414 shares worth $1.36M. The position accounts for 1.25% of the portfolio, ranked #28.

Barden Capital Management first reported a position in SCHQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.43M in Q1 2023. 56 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Barden Capital Management held 43,414 shares of Schwab Long-Term US Treasury ETF worth $1.36M as of Q2 2026.
  • Barden Capital Management sold 751 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $23.4K.
  • Schwab Long-Term US Treasury ETF made up 1.25% of Barden Capital Management's portfolio in Q2 2026, its #28 holding.
  • Barden Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Barden Capital Management's Schwab Long-Term US Treasury ETF position peaked at $1.43M in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.