Beacon Bridge Wealth Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Beacon Bridge Wealth Partners’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	$5.32M	Sell	169,913 -6,943	-4%	-$216K	1.52%	20
2026 Q1	$5.56M	Buy	176,856 +1,988	+1%	+$63.4K	1.86%	17
2025 Q4	$5.54M	Sell	174,868 -30,781	-15%	-$995K	1.84%	17
2025 Q3	$6.64M	Buy	205,649 +1,530	+0.7%	+$48.4K	2.36%	14
2025 Q2	$6.51M	Buy	204,119 +31,560	+18%	+$995K	2.58%	14
2025 Q1	$5.65M	Buy	172,559 +323	+0.2%	+$10.3K	2.41%	14
2024 Q4	$5.41M	Buy	172,236 +11,228	+7%	+$370K	2.3%	14
2024 Q3	$5.63M	Sell	161,008 -4,248	-3%	-$146K	2.42%	14
2024 Q2	$5.42M	Buy	165,256 +46,983	+40%	+$1.53M	2.49%	13
2024 Q1	$3.99M	Buy	118,273 +12,627	+12%	+$426K	1.88%	17
2023 Q4	$3.71M	Buy	105,646 +31,953	+43%	+$1.03M	1.85%	17
2023 Q3	$2.33M	Buy	+73,693	New	+$2.51M	1.23%	24

Other funds holding SCHQ

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Bridge Wealth Partners's SCHQ Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 3.9% in Q2 2026, selling an estimated $216K and leaving 169,913 shares worth $5.32M. The position accounts for 1.52% of the portfolio, ranked #20.

Beacon Bridge Wealth Partners first reported a position in SCHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.64M in Q3 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Beacon Bridge Wealth Partners held 169,913 shares of Schwab Long-Term US Treasury ETF worth $5.32M as of Q2 2026.
Beacon Bridge Wealth Partners sold 6,943 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $216K.
Schwab Long-Term US Treasury ETF made up 1.52% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #20 holding.
Beacon Bridge Wealth Partners first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Beacon Bridge Wealth Partners's Schwab Long-Term US Treasury ETF position peaked at $6.64M in Q3 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.