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DKM Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

DKM Wealth 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
Q3 		$862K Buy
+30,298
New +$909K 0.55% 25

Other funds holding SCHQ

AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

DKM Wealth Management's SCHQ Position: Q3 2026 in Review

DKM Wealth Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026: 30,298 shares worth $862K. The stake represents 0.55% of the portfolio and ranks #25 among its holdings.

9 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

  • DKM Wealth Management held 30,298 shares of Schwab Long-Term US Treasury ETF worth $862K as of Q3 2026.
  • Schwab Long-Term US Treasury ETF was a new DKM Wealth Management position in Q3 2026.
  • Schwab Long-Term US Treasury ETF made up 0.55% of DKM Wealth Management's portfolio in Q3 2026, its #25 holding.
  • 9 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.