CFO
SCHQ

Collective Family Office’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Collective Family Office’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 		$1.76M Sell
56,305
-23,011
-29% -$717K 0.36% 58
2026
Q1 		$2.49M Sell
79,316
-4,981
-6% -$159K 0.56% 42
2025
Q4 		$2.67M Buy
84,297
+7,496
+10% +$242K 0.61% 42
2025
Q3 		$2.48M Buy
76,801
+672
+0.9% +$21.3K 0.6% 44
2025
Q2 		$2.43M Buy
76,129
+11,325
+17% +$357K 0.62% 42
2025
Q1 		$2.12M Sell
64,804
-11,344
-15% -$363K 0.57% 44
2024
Q4 		$2.39M Sell
76,148
-33,382
-30% -$1.1M 0.66% 39
2024
Q3 		$3.83M Buy
109,530
+42,887
+64% +$1.47M 1.04% 26
2024
Q2 		$2.19M Sell
66,643
-35,385
-35% -$1.15M 0.64% 40
2024
Q1 		$3.44M Buy
102,028
+63,303
+163% +$2.13M 1.12% 26
2023
Q4 		$1.36M Buy
+38,725
New +$1.25M 0.48% 50

Other funds holding SCHQ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Collective Family Office's SCHQ Position: Q2 2026 in Review

Collective Family Office reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 29% in Q2 2026, selling an estimated $717K and leaving 56,305 shares worth $1.76M. The position accounts for 0.36% of the portfolio, ranked #58.

Collective Family Office first reported a position in SCHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.83M in Q3 2024. 39 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Collective Family Office held 56,305 shares of Schwab Long-Term US Treasury ETF worth $1.76M as of Q2 2026.
  • Collective Family Office sold 23,011 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $717K.
  • Schwab Long-Term US Treasury ETF made up 0.36% of Collective Family Office's portfolio in Q2 2026, its #58 holding.
  • Collective Family Office first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Collective Family Office's Schwab Long-Term US Treasury ETF position peaked at $3.83M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.