Envestnet Asset Management
SCHQ

Envestnet Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Envestnet Asset 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
Q1 		$125M Sell
3,988,690
-2,062,520
-34% -$65.8M 0.03% 459
2025
Q4 		$192M Buy
6,051,210
+3,035,529
+101% +$98.1M 0.06% 308
2025
Q3 		$97.4M Sell
3,015,681
-129,929
-4% -$4.11M 0.03% 517
2025
Q2 		$100M Sell
3,145,610
-656,649
-17% -$20.7M 0.03% 490
2025
Q1 		$125M Buy
3,802,259
+2,971,047
+357% +$95.2M 0.04% 396
2024
Q4 		$26.1M Sell
831,212
-1,005,119
-55% -$33.1M 0.01% 1032
2024
Q3 		$64.3M Buy
1,836,331
+565,415
+44% +$19.4M 0.02% 613
2024
Q2 		$41.7M Sell
1,270,916
-386,347
-23% -$12.6M 0.01% 752
2024
Q1 		$55.9M Buy
1,657,263
+34,533
+2% +$1.16M 0.02% 621
2023
Q4 		$56.9M Buy
1,622,730
+1,009,393
+165% +$32.5M 0.02% 563
2023
Q3 		$19.4M Buy
613,337
+201,178
+49% +$6.86M 0.01% 991
2023
Q2 		$15M Buy
+412,159
New +$15.1M 0.01% 1074
2021
Q2 		– Sell
-8,704
Closed -$412K – 3694
2021
Q1 		$412K Buy
+8,704
New +$439K ﹤0.01% 2954

Other funds holding SCHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management's SCHQ Position: Q1 2026 in Review

Envestnet Asset Management reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 34% in Q1 2026, selling an estimated $65.8M and leaving 3,988,690 shares worth $125M. The position accounts for 0.03% of the portfolio, ranked #459.

Envestnet Asset Management first reported a position in SCHQ in Q1 2021 and has held it in 13 quarters since. The position peaked at $192M in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Envestnet Asset Management held 3,988,690 shares of Schwab Long-Term US Treasury ETF worth $125M as of Q1 2026.
  • Envestnet Asset Management sold 2,062,520 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $65.8M.
  • Schwab Long-Term US Treasury ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #459 holding.
  • Envestnet Asset Management first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and has held it in 13 quarters since.
  • Envestnet Asset Management's Schwab Long-Term US Treasury ETF position peaked at $192M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.