Clark Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-6,636
Closed -$208K – 311
2026
Q2
$208K Buy
+6,636
New +$207K 0.02% 285

Other funds holding SCHQ

Clark Asset Management's SCHQ Position: Q3 2026 in Review

Clark Asset Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026, closing a stake of 6,636 shares — an estimated $208K sold.

Clark Asset Management first reported a position in SCHQ in Q2 2026 and held it in 1 quarter. The position peaked at $208K in Q2 2026. 91 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

  • Clark Asset Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Clark Asset Management sold 6,636 Schwab Long-Term US Treasury ETF shares in Q3 2026, an estimated $208K.
  • Clark Asset Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2026 and held it in 1 quarter.
  • Clark Asset Management's Schwab Long-Term US Treasury ETF position peaked at $208K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.