GRP
SCHQ

Global Retirement Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Global Retirement Partners’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 		$7.36K Buy
+235
New +$7.32K ﹤0.01% 3535
2025
Q4 		$824 Sell
26
-449
-95% -$14.5K ﹤0.01% 3917
2025
Q3 		$15.3K Buy
475
+10
+2% +$317 ﹤0.01% 2516
2025
Q2 		$14.8K Buy
+465
New +$14.7K ﹤0.01% 2421
2024
Q4 		$8.58K Sell
273
-214
-44% -$7.05K ﹤0.01% 2447
2024
Q3 		$17K Sell
487
-21
-4% -$722 ﹤0.01% 2064
2024
Q2 		$16.7K Buy
+508
New +$16.5K ﹤0.01% 2078

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's SCHQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 235 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #3535 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHQ as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $17K in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Global Retirement Partners held 235 shares of Schwab Long-Term US Treasury ETF worth $7.36K as of Q2 2026.
  • Schwab Long-Term US Treasury ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3535 holding.
  • Global Retirement Partners first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's Schwab Long-Term US Treasury ETF position peaked at $17K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.