Charles Schwab
TLH icon

Charles Schwab’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Charles Schwab’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,991
Closed -$207K – 3572
2025
Q1 		$207K Sell
1,991
-223
-10% -$22.6K ﹤0.01% 3252
2024
Q4 		$220K Sell
2,214
-337
-13% -$34.9K ﹤0.01% 3311
2024
Q3 		$279K Sell
2,551
-719
-22% -$77.1K ﹤0.01% 3299
2024
Q2 		$336K Sell
3,270
-3,027
-48% -$308K ﹤0.01% 3336
2024
Q1 		$661K Sell
6,297
-1,946
-24% -$204K ﹤0.01% 2920
2023
Q4 		$892K Sell
8,243
-232
-3% -$23.2K ﹤0.01% 2872
2023
Q3 		$835K Buy
+8,475
New +$890K ﹤0.01% 2861

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Charles Schwab's TLH Position: Q2 2025 in Review

Charles Schwab sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 1,991 shares — an estimated $207K sold.

Charles Schwab first reported a position in TLH in Q3 2023 and held it in 7 quarters. The position peaked at $892K in Q4 2023. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Charles Schwab reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 1,991 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $207K.
  • Charles Schwab first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and held it in 7 quarters.
  • Charles Schwab's iShares 10-20 Year Treasury Bond ETF position peaked at $892K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.