Greenup Street Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Greenup Street Wealth 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 Q2	$209K	Buy	+6,662	New	+$208K	0.03%	138
2024 Q4	–	Sell	-32,011	Closed	-$1.12M	–	102
2024 Q3	$1.12M	Buy	32,011 +5,210	+19%	+$179K	0.23%	56
2024 Q2	$879K	Sell	26,801 -7,146	-21%	-$233K	0.21%	53
2024 Q1	$1.15M	Buy	33,947 +8,809	+35%	+$297K	0.29%	52
2023 Q4	$882K	Buy	25,138 +1,489	+6%	+$48K	0.25%	52
2023 Q3	$749K	Buy	+23,649	New	+$806K	0.24%	55

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

Greenup Street Wealth Management's SCHQ Position: Q2 2026 in Review

Greenup Street Wealth Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 6,662 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: Greenup Street Wealth Management previously reported a position in SCHQ as recently as Q3 2024.

Greenup Street Wealth Management first reported a position in SCHQ in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Greenup Street Wealth Management held 6,662 shares of Schwab Long-Term US Treasury ETF worth $209K as of Q2 2026.
Schwab Long-Term US Treasury ETF was a new Greenup Street Wealth Management position in Q2 2026.
Schwab Long-Term US Treasury ETF made up 0.03% of Greenup Street Wealth Management's portfolio in Q2 2026, its #138 holding.
Greenup Street Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 6 quarters since.
Greenup Street Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $1.15M in Q1 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.