BFS
SCHQ

Bare Financial Services’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bare Financial Services’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
-197
Closed -$6.45K – 1292
2025
Q1 		$6.45K Buy
+197
New +$6.31K ﹤0.01% 132

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 $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $47.4B 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 $1.56T 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

Bare Financial Services's SCHQ Position: Q2 2025 in Review

Bare Financial Services sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2025, closing a stake of 197 shares — an estimated $6.45K sold.

Bare Financial Services first reported a position in SCHQ in Q1 2025 and held it in 1 quarter. The position peaked at $6.45K in Q1 2025. 107 funds tracked by Wall St. Rank hold SCHQ as of Q2 2025.

  • Bare Financial Services reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Bare Financial Services sold 197 Schwab Long-Term US Treasury ETF shares in Q2 2025, an estimated $6.45K.
  • Bare Financial Services first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Bare Financial Services's Schwab Long-Term US Treasury ETF position peaked at $6.45K in Q1 2025.
  • 107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2025.

Based on Bare Financial Services's 13F filing for Q2 2025, filed 13 Aug 2025.