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Brinker Capital Investments’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Brinker Capital Investments’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 		– Sell
-7,933
Closed -$249K – 2088
2026
Q1 		$249K Sell
7,933
-11,603
-59% -$370K ﹤0.01% 1748
2025
Q4 		$619K Buy
+19,536
New +$632K ﹤0.01% 1506

Other funds holding SCHQ

TI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mirae Asset Global Investments
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brinker Capital Investments's SCHQ Position: Q2 2026 in Review

Brinker Capital Investments sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 7,933 shares — an estimated $249K sold.

Brinker Capital Investments first reported a position in SCHQ in Q4 2025 and held it in 2 quarters. The position peaked at $619K in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Brinker Capital Investments reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 7,933 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $249K.
  • Brinker Capital Investments first reported a position in Schwab Long-Term US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Brinker Capital Investments's Schwab Long-Term US Treasury ETF position peaked at $619K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.