Cambridge Investment Research Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Cambridge Investment Research Advisors’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	-12,046	Closed	-$379K	–	4168
2026 Q1	$379K	Sell	12,046 -5,735	-32%	-$183K	﹤0.01%	3062
2025 Q4	$564K	Buy	17,781 +7,143	+67%	+$231K	﹤0.01%	2597
2025 Q3	$344K	Sell	10,638 -2,574	-19%	-$81.5K	﹤0.01%	2995
2025 Q2	$421K	Sell	13,212 -6,731	-34%	-$212K	﹤0.01%	2695
2025 Q1	$653K	Sell	19,943 -4,266	-18%	-$137K	﹤0.01%	2198
2024 Q4	$761K	Sell	24,209 -5,982	-20%	-$197K	﹤0.01%	2086
2024 Q3	$1.06M	Buy	30,191 +10,493	+53%	+$361K	﹤0.01%	1824
2024 Q2	$646K	Sell	19,698 -9,347	-32%	-$304K	﹤0.01%	2089
2024 Q1	$980K	Buy	29,045 +5,343	+23%	+$180K	﹤0.01%	1744
2023 Q4	$831K	Buy	+23,702	New	+$763K	﹤0.01%	1774
2023 Q3	–	Sell	-43,698	Closed	-$1.59M	–	3247
2023 Q2	$1.59M	Buy	+43,698	New	+$1.6M	0.01%	1309

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

Cambridge Investment Research Advisors's SCHQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 12,046 shares — an estimated $379K sold.

Cambridge Investment Research Advisors first reported a position in SCHQ in Q2 2023 and held it in 11 quarters. The position peaked at $1.59M in Q2 2023. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 12,046 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $379K.
Cambridge Investment Research Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and held it in 11 quarters.
Cambridge Investment Research Advisors's Schwab Long-Term US Treasury ETF position peaked at $1.59M in Q2 2023.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.