Envestnet Portfolio Solutions’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Envestnet Portfolio Solutions’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	$1.16M	Sell	37,103 -53,421	-59%	-$1.66M	0.01%	647
2026 Q1	$2.85M	Sell	90,524 -36,510	-29%	-$1.16M	0.02%	389
2025 Q4	$4.03M	Buy	127,034 +69,700	+122%	+$2.25M	0.01%	403
2025 Q3	$1.85M	Sell	57,334 -638	-1%	-$20.2K	0.01%	547
2025 Q2	$1.85M	Sell	57,972 -81,899	-59%	-$2.58M	0.01%	586
2025 Q1	$4.58M	Buy	139,871 +40,719	+41%	+$1.3M	0.02%	384
2024 Q4	$3.12M	Sell	99,152 -83,486	-46%	-$2.75M	0.01%	523
2024 Q3	$6.39M	Buy	182,638 +24,931	+16%	+$857K	0.02%	336
2024 Q2	$5.17M	Sell	157,707 -77,124	-33%	-$2.51M	0.02%	361
2024 Q1	$7.92M	Buy	234,831 +27,953	+14%	+$942K	0.03%	279
2023 Q4	$7.26M	Buy	206,878 +138,384	+202%	+$4.46M	0.03%	254
2023 Q3	$2.17M	Buy	+68,494	New	+$2.34M	0.01%	526

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

Envestnet Portfolio Solutions's SCHQ Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 59% in Q2 2026, selling an estimated $1.66M and leaving 37,103 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #647.

Envestnet Portfolio Solutions first reported a position in SCHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.92M in Q1 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Envestnet Portfolio Solutions held 37,103 shares of Schwab Long-Term US Treasury ETF worth $1.16M as of Q2 2026.
Envestnet Portfolio Solutions sold 53,421 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $1.66M.
Schwab Long-Term US Treasury ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #647 holding.
Envestnet Portfolio Solutions first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Schwab Long-Term US Treasury ETF position peaked at $7.92M in Q1 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.