Compass Financial Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Compass Financial Management’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	$1.57M	Buy	+50,314	New	+$1.57M	0.19%	134

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's SCHQ Position: Q2 2026 in Review

Compass Financial Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 50,314 shares worth $1.57M. The stake represents 0.19% of the portfolio and ranks #134 among its holdings.

112 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Compass Financial Management held 50,314 shares of Schwab Long-Term US Treasury ETF worth $1.57M as of Q2 2026.
Schwab Long-Term US Treasury ETF was a new Compass Financial Management position in Q2 2026.
Schwab Long-Term US Treasury ETF made up 0.19% of Compass Financial Management's portfolio in Q2 2026, its #134 holding.
112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.