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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
Q3 		$158K Sell
5,569
-1,087
-16% -$32.6K ﹤0.01% 2483
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

AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Farther Finance Advisors's SCHQ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 16% in Q3 2026, selling an estimated $32.6K and leaving 5,569 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Farther Finance Advisors first reported a position in SCHQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $208K in Q2 2026. 9 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

  • Farther Finance Advisors held 5,569 shares of Schwab Long-Term US Treasury ETF worth $158K as of Q3 2026.
  • Farther Finance Advisors sold 1,087 Schwab Long-Term US Treasury ETF shares in Q3 2026, an estimated $32.6K.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2483 holding.
  • Farther Finance Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Schwab Long-Term US Treasury ETF position peaked at $208K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.