Focus Financial Network’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Focus Financial Network’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
2025 Q4	–	Sell	-6,692	Closed	-$216K	–	758
2025 Q3	$216K	Sell	6,692 -161	-2%	-$5.1K	0.01%	690
2025 Q2	$219K	Sell	6,853 -248	-3%	-$7.82K	0.01%	664
2025 Q1	$233K	Sell	7,101 -10,643	-60%	-$341K	0.01%	619
2024 Q4	$558K	Sell	17,744 -8,167	-32%	-$269K	0.02%	397
2024 Q3	$907K	Buy	25,911 +8,058	+45%	+$277K	0.04%	287
2024 Q2	$600K	Sell	17,853 -1,200	-6%	-$39.1K	0.03%	361
2024 Q1	$606K	Sell	19,053 -1,190	-6%	-$40.1K	0.03%	338
2023 Q4	$710K	Buy	20,243 +380	+2%	+$12.2K	0.03%	379
2023 Q3	$629K	Sell	19,863 -553	-3%	-$18.9K	0.04%	309
2023 Q2	$741K	Buy	+20,416	New	+$748K	0.04%	283

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Financial Network's SCHQ Position: Q4 2025 in Review

Focus Financial Network sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 6,692 shares — an estimated $216K sold.

Focus Financial Network first reported a position in SCHQ in Q2 2023 and held it in 10 quarters. The position peaked at $907K in Q3 2024. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

Focus Financial Network reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Focus Financial Network sold 6,692 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $216K.
Focus Financial Network first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and held it in 10 quarters.
Focus Financial Network's Schwab Long-Term US Treasury ETF position peaked at $907K in Q3 2024.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.