Fidelity Investments’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Fidelity Investments’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	$3.13K	Sell	100 -575	-85%	-$17.9K	﹤0.01%	5097
2026 Q1	$21.2K	Sell	675 -114	-14%	-$3.63K	﹤0.01%	4487
2025 Q4	$25K	Sell	789 -121	-13%	-$3.91K	﹤0.01%	4383
2025 Q3	$29.4K	Buy	+910	New	+$28.8K	﹤0.01%	4195
2025 Q2	–	Sell	-76	Closed	-$2.48K	–	5483
2025 Q1	$2.48K	Sell	76 -3	-4%	-$96	﹤0.01%	4851
2024 Q4	$2.48K	Sell	79 -32	-29%	-$1.05K	﹤0.01%	4787
2024 Q3	$3.88K	Sell	111 -175	-61%	-$6.01K	﹤0.01%	4673
2024 Q2	$9.38K	Buy	286 +263	+1,143%	+$8.56K	﹤0.01%	4352
2024 Q1	$776	Sell	23 -13	-36%	-$438	﹤0.01%	4807
2023 Q4	$1.26K	Sell	36 -94	-72%	-$3.03K	﹤0.01%	4724
2023 Q3	$4.12K	Buy	+130	New	+$4.43K	﹤0.01%	4378
2023 Q1	–	Sell	-1	Closed	-$35	–	5492
2022 Q4	$35	Buy	+1	New	+$36	﹤0.01%	5004

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

Fidelity Investments's SCHQ Position: Q2 2026 in Review

Fidelity Investments reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 85% in Q2 2026, selling an estimated $17.9K and leaving 100 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #5097.

Fidelity Investments first reported a position in SCHQ in Q4 2022 and has held it in 12 quarters since. The position peaked at $29.4K in Q3 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Fidelity Investments held 100 shares of Schwab Long-Term US Treasury ETF worth $3.13K as of Q2 2026.
Fidelity Investments sold 575 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $17.9K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5097 holding.
Fidelity Investments first reported a position in Schwab Long-Term US Treasury ETF in Q4 2022 and has held it in 12 quarters since.
Fidelity Investments's Schwab Long-Term US Treasury ETF position peaked at $29.4K in Q3 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.