FIM
SCHQ

Freedom Investment Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-6,311
Closed -$207K – 779
2025
Q1 		$207K Buy
+6,311
New +$202K 0.02% 703

Other funds holding SCHQ

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Mirae Asset Global Investments
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's SCHQ Position: Q2 2025 in Review

Freedom Investment Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2025, closing a stake of 6,311 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in SCHQ in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 107 funds tracked by Wall St. Rank hold SCHQ as of Q2 2025.

  • Freedom Investment Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,311 Schwab Long-Term US Treasury ETF shares in Q2 2025, an estimated $207K.
  • Freedom Investment Management first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Freedom Investment Management's Schwab Long-Term US Treasury ETF position peaked at $207K in Q1 2025.
  • 107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.