Farther Finance Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Farther Finance 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	$208K	Buy	6,656 +687	+12%	+$21.4K	﹤0.01%	2208
2026 Q1	$187K	Buy	5,969 +966	+19%	+$30.8K	﹤0.01%	2065
2025 Q4	$159K	Sell	5,003 -20	-0.4%	-$647	﹤0.01%	2065
2025 Q3	$162K	Buy	5,023 +273	+6%	+$8.64K	﹤0.01%	1734
2025 Q2	$151K	Buy	4,750 +479	+11%	+$15.1K	﹤0.01%	1538
2025 Q1	$140K	Buy	4,271 +4,269	+213,450%	+$137K	﹤0.01%	1380
2024 Q4	$63	Hold	2	–	–	﹤0.01%	3852
2024 Q3	$70	Hold	2	–	–	﹤0.01%	3832
2024 Q2	$64	Hold	2	–	–	﹤0.01%	3663
2024 Q1	$66	Sell	2 -2,058	-100%	-$69.4K	﹤0.01%	3441
2023 Q4	$72.3K	Buy	+2,060	New	+$66.4K	0.01%	901

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

Farther Finance Advisors's SCHQ Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 12% in Q2 2026, buying an estimated $21.4K and bringing the position to 6,656 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Farther Finance Advisors first reported a position in SCHQ in Q4 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Farther Finance Advisors held 6,656 shares of Schwab Long-Term US Treasury ETF worth $208K as of Q2 2026.
Farther Finance Advisors bought 687 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $21.4K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2208 holding.
Farther Finance Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.