Carson Wealth (CWM LLC)
SCHQ

Carson Wealth (CWM LLC)’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.22M Sell
38,846
-1,360
-3% -$43.4K ﹤0.01% 1433
2025
Q4 		$1.27M Buy
40,206
+25,398
+172% +$821K ﹤0.01% 1368
2025
Q3 		$478K Buy
14,808
+1,163
+9% +$36.8K ﹤0.01% 1833
2025
Q2 		$435K Sell
13,645
-12,810
-48% -$404K ﹤0.01% 1652
2025
Q1 		$867K Sell
26,455
-19,286
-42% -$618K ﹤0.01% 1207
2024
Q4 		$1.44M Sell
45,741
-13,762
-23% -$454K 0.01% 917
2024
Q3 		$2.08M Sell
59,503
-347,341
-85% -$11.9M 0.01% 692
2024
Q2 		$13.3M Sell
406,844
-50,797
-11% -$1.65M 0.06% 251
2024
Q1 		$15.4M Sell
457,641
-43,231
-9% -$1.46M 0.08% 230
2023
Q4 		$17.6M Buy
500,872
+280,271
+127% +$9.03M 0.09% 201
2023
Q3 		$6.99M Sell
220,601
-11,687
-5% -$399K 0.04% 303
2023
Q2 		$8.43M Buy
+232,288
New +$8.51M 0.05% 257

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $1.66B AUM 27.11% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCHQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 3.4% in Q1 2026, selling an estimated $43.4K and leaving 38,846 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Carson Wealth (CWM LLC) first reported a position in SCHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.6M in Q4 2023. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,846 shares of Schwab Long-Term US Treasury ETF worth $1.22M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,360 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $43.4K.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1433 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab Long-Term US Treasury ETF position peaked at $17.6M in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.