Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Galvin Gaustad & Stein’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 		$1.76M Buy
61,915
+11,189
+22% +$336K 0.13% 102
2026
Q2 		$1.59M Buy
50,726
+2,681
+6% +$83.5K 0.12% 107
2026
Q1 		$1.51M Sell
48,045
-28,785
-37% -$918K 0.12% 100
2025
Q4 		$2.44M Buy
76,830
+928
+1% +$30K 0.19% 85
2025
Q3 		$2.45M Buy
75,902
+3,388
+5% +$107K 0.2% 75
2025
Q2 		$2.31M Sell
72,514
-9,807
-12% -$309K 0.2% 76
2025
Q1 		$2.7M Sell
82,321
-39,118
-32% -$1.25M 0.24% 67
2024
Q4 		$3.82M Sell
121,439
-3,851
-3% -$127K 0.34% 63
2024
Q3 		$4.38M Buy
125,290
+1,151
+0.9% +$39.6K 0.39% 59
2024
Q2 		$4.07M Buy
124,139
+11,200
+10% +$365K 0.38% 57
2024
Q1 		$3.81M Buy
112,939
+29,445
+35% +$992K 0.35% 55
2023
Q4 		$2.93M Buy
83,494
+26,363
+46% +$849K 0.27% 61
2023
Q3 		$1.81M Buy
57,131
+7,912
+16% +$270K 0.18% 72
2023
Q2 		$1.79M Buy
49,219
+37,349
+315% +$1.37M 0.17% 73
2023
Q1 		$445K Buy
+11,870
New +$438K 0.04% 122

Other funds holding SCHQ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Attessa Capital
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Barden Capital Management
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM

Galvin Gaustad & Stein's SCHQ Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 22% in Q3 2026, buying an estimated $336K and bringing the position to 61,915 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #102.

Galvin Gaustad & Stein first reported a position in SCHQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.38M in Q3 2024. 45 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

  • Galvin Gaustad & Stein held 61,915 shares of Schwab Long-Term US Treasury ETF worth $1.76M as of Q3 2026.
  • Galvin Gaustad & Stein bought 11,189 Schwab Long-Term US Treasury ETF shares in Q3 2026, an estimated $336K.
  • Schwab Long-Term US Treasury ETF made up 0.13% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #102 holding.
  • Galvin Gaustad & Stein first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and has held it in 15 quarters since.
  • Galvin Gaustad & Stein's Schwab Long-Term US Treasury ETF position peaked at $4.38M in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.