FIA
SCHQ

Foundations Investment Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Foundations Investment 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 		$1.6M Buy
51,095
+3,342
+7% +$104K 0.02% 462
2026
Q1 		$1.5M Buy
47,753
+3,909
+9% +$125K 0.02% 428
2025
Q4 		$1.39M Buy
43,844
+5,073
+13% +$164K 0.02% 425
2025
Q3 		$1.25M Buy
38,771
+2,499
+7% +$79.1K 0.02% 419
2025
Q2 		$1.16M Buy
36,272
+2,916
+9% +$91.9K 0.02% 400
2025
Q1 		$1.09M Buy
33,356
+2,552
+8% +$81.7K 0.02% 386
2024
Q4 		$968K Buy
30,804
+4,638
+18% +$153K 0.02% 404
2024
Q3 		$916K Buy
26,166
+10,581
+68% +$364K 0.02% 376
2024
Q2 		$511K Buy
15,585
+5,727
+58% +$186K 0.01% 490
2024
Q1 		$333K Buy
+9,858
New +$332K 0.01% 557

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Foundations Investment Advisors's SCHQ Position: Q2 2026 in Review

Foundations Investment Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 7% in Q2 2026, buying an estimated $104K and bringing the position to 51,095 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #462.

Foundations Investment Advisors first reported a position in SCHQ in Q1 2024 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Foundations Investment Advisors held 51,095 shares of Schwab Long-Term US Treasury ETF worth $1.6M as of Q2 2026.
  • Foundations Investment Advisors bought 3,342 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $104K.
  • Schwab Long-Term US Treasury ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #462 holding.
  • Foundations Investment Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.