Commonwealth Equity Services’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Commonwealth Equity Services’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	$259K	Buy	8,267 +1,058	+15%	+$33K	﹤0.01%	3898
2026 Q1	$227K	Sell	7,209 -18,267	-72%	-$582K	﹤0.01%	3884
2025 Q4	$808K	Buy	25,476 +9,186	+56%	+$297K	﹤0.01%	2758
2025 Q3	$526K	Buy	16,290 +1,367	+9%	+$43.3K	﹤0.01%	3131
2025 Q2	$476K	Buy	+14,923	New	+$470K	﹤0.01%	3171
2025 Q1	–	Sell	-7,671	Closed	-$241K	–	4276
2024 Q4	$241K	Buy	7,671 +1,266	+20%	+$41.7K	﹤0.01%	3606
2024 Q3	$224K	Sell	6,405 -1,475	-19%	-$50.7K	﹤0.01%	3595
2024 Q2	$259K	Buy	7,880 +1,950	+33%	+$63.5K	﹤0.01%	3431
2024 Q1	$200K	Buy	+5,930	New	+$200K	﹤0.01%	3630
2023 Q2	–	Sell	-60,156	Closed	-$2.25K	–	3914
2023 Q1	$2.25K	Buy	+60,156	New	+$2.22M	﹤0.01%	1493

Other funds holding SCHQ

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

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

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

Commonwealth Equity Services's SCHQ Position: Q2 2026 in Review

Commonwealth Equity Services increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 15% in Q2 2026, buying an estimated $33K and bringing the position to 8,267 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

Commonwealth Equity Services first reported a position in SCHQ in Q1 2023 and has held it in 10 quarters since. The position peaked at $808K in Q4 2025. 39 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Commonwealth Equity Services held 8,267 shares of Schwab Long-Term US Treasury ETF worth $259K as of Q2 2026.
Commonwealth Equity Services bought 1,058 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $33K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3898 holding.
Commonwealth Equity Services first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and has held it in 10 quarters since.
Commonwealth Equity Services's Schwab Long-Term US Treasury ETF position peaked at $808K in Q4 2025.
39 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.