CWM
SCHQ

Centric Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Centric Wealth 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
2026
Q1 		$5.08M Buy
164,686
+9,690
+6% +$309K 1.01% 23
2025
Q4 		$4.87M Buy
154,996
+5,992
+4% +$194K 1.03% 22
2025
Q3 		$4.86M Buy
149,004
+5,401
+4% +$171K 1.08% 22
2025
Q2 		$4.54M Buy
143,603
+11,450
+9% +$361K 1.08% 23
2025
Q1 		$4.33M Buy
132,153
+5,178
+4% +$166K 1.14% 19
2024
Q4 		$3.99M Sell
126,975
-22,640
-15% -$746K 1.08% 19
2024
Q3 		$4.84M Buy
+149,615
New +$5.14M 1.29% 14

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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 $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return