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

GeoWealth 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
2026 Q1	$179K	Sell	5,684 -4,573	-45%	-$146K	0.01%	748
2025 Q4	$325K	Buy	10,257 +5,011	+96%	+$162K	0.01%	547
2025 Q3	$169K	Buy	+5,246	New	+$166K	0.01%	705
2025 Q1	–	Sell	-1,662	Closed	-$52.3K	–	1681
2024 Q4	$52.3K	Sell	1,662 -1,859	-53%	-$61.3K	﹤0.01%	1150
2024 Q3	$123K	Buy	3,521 +2,928	+494%	+$101K	﹤0.01%	845
2024 Q2	$19.4K	Sell	593 -2,802	-83%	-$91.2K	﹤0.01%	839
2024 Q1	$115K	Sell	3,395 -88	-3%	-$2.97K	﹤0.01%	762
2023 Q4	$121K	Buy	+3,483	New	+$112K	0.01%	567

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

GeoWealth Management's SCHQ Position: Q1 2026 in Review

GeoWealth Management reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 45% in Q1 2026, selling an estimated $146K and leaving 5,684 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #748.

GeoWealth Management first reported a position in SCHQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $325K in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

GeoWealth Management held 5,684 shares of Schwab Long-Term US Treasury ETF worth $179K as of Q1 2026.
GeoWealth Management sold 4,573 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $146K.
Schwab Long-Term US Treasury ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #748 holding.
GeoWealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 8 quarters since.
GeoWealth Management's Schwab Long-Term US Treasury ETF position peaked at $325K in Q4 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.