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 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

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

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWA

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

SWA

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

WRPWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Galvin Gaustad & Stein's SCHQ Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 37% in Q1 2026, selling an estimated $918K and leaving 48,045 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #100.

Galvin Gaustad & Stein first reported a position in SCHQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.38M in Q3 2024. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Galvin Gaustad & Stein held 48,045 shares of Schwab Long-Term US Treasury ETF worth $1.51M as of Q1 2026.
Galvin Gaustad & Stein sold 28,785 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $918K.
Schwab Long-Term US Treasury ETF made up 0.12% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #100 holding.
Galvin Gaustad & Stein first reported a position in Schwab Long-Term US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Galvin Gaustad & Stein's Schwab Long-Term US Treasury ETF position peaked at $4.38M in Q3 2024.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.