BCM
SCHQ

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

Birmingham 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
2025
Q3 		– Sell
-119,550
Closed -$3.81M – 98
2025
Q2 		$3.81M Sell
119,550
-28,450
-19% -$897K 1.69% 21
2025
Q1 		$4.85M Hold
148,000
– – 1.82% 20
2024
Q4 		$4.65M Buy
+148,000
New +$4.88M 1.72% 22

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 $299B AUM 28.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Birmingham Capital Management's SCHQ Position: Q3 2025 in Review

Birmingham Capital Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025, closing a stake of 119,550 shares — an estimated $3.81M sold.

Birmingham Capital Management first reported a position in SCHQ in Q4 2024 and held it in 3 quarters. The position peaked at $4.85M in Q1 2025. 112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

  • Birmingham Capital Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Birmingham Capital Management sold 119,550 Schwab Long-Term US Treasury ETF shares in Q3 2025, an estimated $3.81M.
  • Birmingham Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Birmingham Capital Management's Schwab Long-Term US Treasury ETF position peaked at $4.85M in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on Birmingham Capital Management's 13F filing for Q3 2025, filed 5 Nov 2025.