EWA
SCHQ

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

Exencial 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
Q1 		$511K Buy
16,253
+51
+0.3% +$1.63K 0.02% 391
2025
Q4 		$514K Buy
16,202
+1,275
+9% +$41.2K 0.02% 386
2025
Q3 		$482K Buy
14,927
+1,620
+12% +$51.3K 0.02% 376
2025
Q2 		$424K Sell
13,307
-225
-2% -$7.09K 0.01% 390
2025
Q1 		$443K Buy
13,532
+5,284
+64% +$169K 0.02% 381
2024
Q4 		$259K Sell
8,248
-2,381
-22% -$78.5K 0.01% 451
2024
Q3 		$372K Buy
10,629
+62
+0.6% +$2.13K 0.01% 407
2024
Q2 		$347K Buy
10,567
+23
+0.2% +$749 0.01% 411
2024
Q1 		$356K Buy
10,544
+4,544
+76% +$153K 0.01% 418
2023
Q4 		$210K Buy
+6,000
New +$193K 0.01% 463

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $1.66B AUM 27.11% 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 $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Exencial Wealth Advisors's SCHQ Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 0.31% in Q1 2026, buying an estimated $1.63K and bringing the position to 16,253 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #391.

Exencial Wealth Advisors first reported a position in SCHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $514K in Q4 2025. 121 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Exencial Wealth Advisors held 16,253 shares of Schwab Long-Term US Treasury ETF worth $511K as of Q1 2026.
  • Exencial Wealth Advisors bought 51 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $1.63K.
  • Schwab Long-Term US Treasury ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #391 holding.
  • Exencial Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • Exencial Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $514K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.