EverSource Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

EverSource Wealth Advisors’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	$121K	Hold	3,851	–	–	﹤0.01%	1293
2026 Q1	$121K	Hold	3,851	–	–	﹤0.01%	1324
2025 Q4	$122K	Hold	3,851	–	–	﹤0.01%	1209
2025 Q3	$124K	Buy	3,851 +79	+2%	+$2.5K	﹤0.01%	1163
2025 Q2	$120K	Hold	3,772	–	–	0.01%	1094
2025 Q1	$124K	Hold	3,772	–	–	0.01%	836
2024 Q4	$119K	Hold	3,772	–	–	0.01%	854
2024 Q3	$132K	Buy	+3,772	New	+$130K	0.01%	703

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

EverSource Wealth Advisors's SCHQ Position: Q2 2026 in Review

EverSource Wealth Advisors held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q2 2026 at 3,851 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

EverSource Wealth Advisors first reported a position in SCHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $132K in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

EverSource Wealth Advisors held 3,851 shares of Schwab Long-Term US Treasury ETF worth $121K as of Q2 2026.
EverSource Wealth Advisors left its Schwab Long-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1293 holding.
EverSource Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $132K in Q3 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.