Claro Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Claro Advisors’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
2025 Q2	–	Sell	-19,703	Closed	-$645K	–	490
2025 Q1	$645K	Buy	+19,703	New	+$631K	0.09%	215
2024 Q4	–	Sell	-16,835	Closed	-$589K	–	538
2024 Q3	$589K	Buy	16,835 +4,472	+36%	+$154K	0.08%	248
2024 Q2	$406K	Sell	12,363 -9,383	-43%	-$306K	0.06%	264
2024 Q1	$733K	Sell	21,746 -24,526	-53%	-$827K	0.13%	182
2023 Q4	$1.62M	Buy	46,272 +27,332	+144%	+$880K	0.35%	53
2023 Q3	$600K	Buy	18,940 +5,531	+41%	+$189K	0.15%	165
2023 Q2	$487K	Buy	+13,409	New	+$491K	0.12%	197

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's SCHQ Position: Q2 2025 in Review

Claro Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2025, closing a stake of 19,703 shares — an estimated $645K sold.

Claro Advisors first reported a position in SCHQ in Q2 2023 and held it in 7 quarters. The position peaked at $1.62M in Q4 2023. 107 funds tracked by Wall St. Rank hold SCHQ as of Q2 2025.

Claro Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 19,703 Schwab Long-Term US Treasury ETF shares in Q2 2025, an estimated $645K.
Claro Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and held it in 7 quarters.
Claro Advisors's Schwab Long-Term US Treasury ETF position peaked at $1.62M in Q4 2023.
107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.