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 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

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

Galvin Gaustad & Stein's SCHQ Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 5.6% in Q2 2026, buying an estimated $83.5K and bringing the position to 50,726 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #107.

Galvin Gaustad & Stein first reported a position in SCHQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.38M in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Galvin Gaustad & Stein held 50,726 shares of Schwab Long-Term US Treasury ETF worth $1.59M as of Q2 2026.
Galvin Gaustad & Stein bought 2,681 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $83.5K.
Schwab Long-Term US Treasury ETF made up 0.12% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #107 holding.
Galvin Gaustad & Stein first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Galvin Gaustad & Stein's Schwab Long-Term US Treasury ETF position peaked at $4.38M in Q3 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.