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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Bridge Wealth Partners's SCHQ Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 1.1% in Q1 2026, buying an estimated $63.4K and bringing the position to 176,856 shares worth $5.56M. The position accounts for 1.86% of the portfolio, ranked #17.

Beacon Bridge Wealth Partners first reported a position in SCHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.64M in Q3 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Beacon Bridge Wealth Partners held 176,856 shares of Schwab Long-Term US Treasury ETF worth $5.56M as of Q1 2026.
Beacon Bridge Wealth Partners bought 1,988 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $63.4K.
Schwab Long-Term US Treasury ETF made up 1.86% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #17 holding.
Beacon Bridge Wealth Partners first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Beacon Bridge Wealth Partners's Schwab Long-Term US Treasury ETF position peaked at $6.64M in Q3 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.