Cetera Investment Advisers’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Cetera Investment Advisers’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	$7.41M	Sell	236,728 -135,916	-36%	-$4.23M	0.01%	1337
2026 Q1	$11.7M	Sell	372,644 -124,398	-25%	-$3.97M	0.01%	975
2025 Q4	$15.8M	Buy	497,042 +213,942	+76%	+$6.92M	0.02%	777
2025 Q3	$9.15M	Buy	283,100 +31,209	+12%	+$988K	0.01%	1042
2025 Q2	$8.03M	Sell	251,891 -77,840	-24%	-$2.45M	0.01%	934
2025 Q1	$10.8M	Buy	329,731 +287,852	+687%	+$9.22M	0.02%	728
2024 Q4	$1.32M	Sell	41,879 -35,476	-46%	-$1.17M	﹤0.01%	1964
2024 Q3	$2.71M	Buy	77,355 +17,828	+30%	+$613K	0.01%	1394
2024 Q2	$1.95M	Sell	59,527 -22,950	-28%	-$747K	﹤0.01%	1594
2024 Q1	$2.78M	Buy	82,477 +23,963	+41%	+$808K	0.01%	1333
2023 Q4	$2.05M	Buy	58,514 +34,895	+148%	+$1.12M	0.02%	786
2023 Q3	$748K	Sell	23,619 -4,218	-15%	-$144K	0.01%	1204
2023 Q2	$1.01M	Buy	+27,837	New	+$1.02M	0.01%	1059

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

Cetera Investment Advisers's SCHQ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 36% in Q2 2026, selling an estimated $4.23M and leaving 236,728 shares worth $7.41M. The position accounts for 0.01% of the portfolio, ranked #1337.

Cetera Investment Advisers first reported a position in SCHQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.8M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Cetera Investment Advisers held 236,728 shares of Schwab Long-Term US Treasury ETF worth $7.41M as of Q2 2026.
Cetera Investment Advisers sold 135,916 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $4.23M.
Schwab Long-Term US Treasury ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1337 holding.
Cetera Investment Advisers first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Cetera Investment Advisers's Schwab Long-Term US Treasury ETF position peaked at $15.8M in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.