CWA
SCHQ

Carolina Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Carolina Wealth 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 		$18.1M Buy
579,543
+15,277
+3% +$476K 7.11% 1
2026
Q1 		$17.7M Sell
564,266
-15,423
-3% -$492K 7.39% 1
2025
Q4 		$18.4M Sell
579,689
-6,093
-1% -$197K 8.19% 1
2025
Q3 		$18.9M Buy
585,782
+556,285
+1,886% +$17.6M 8.18% 1
2025
Q2 		$941K Buy
+29,497
New +$930K 0.46% 44

Other funds holding SCHQ

AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carolina Wealth Advisors's SCHQ Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 2.7% in Q2 2026, buying an estimated $476K and bringing the position to 579,543 shares worth $18.1M. The position accounts for 7.11% of the portfolio, ranked #1.

Carolina Wealth Advisors first reported a position in SCHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.9M in Q3 2025. 17 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Carolina Wealth Advisors held 579,543 shares of Schwab Long-Term US Treasury ETF worth $18.1M as of Q2 2026.
  • Carolina Wealth Advisors bought 15,277 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $476K.
  • Schwab Long-Term US Treasury ETF made up 7.11% of Carolina Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Carolina Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Carolina Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $18.9M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.