Harbour Investments’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Harbour Investments’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	$2.16K	Buy	+69	New	+$2.15K	﹤0.01%	3994
2025 Q4	–	Sell	-150	Closed	-$4.85K	–	3997
2025 Q3	$4.85K	Sell	150 -205	-58%	-$6.49K	﹤0.01%	3003
2025 Q2	$11.3K	Hold	355	–	–	﹤0.01%	2511
2025 Q1	$11.6K	Sell	355 -975	-73%	-$31.2K	﹤0.01%	2454
2024 Q4	$41.8K	Hold	1,330	–	–	﹤0.01%	1795
2024 Q3	$46.5K	Buy	1,330 +1,325	+26,500%	+$45.5K	﹤0.01%	1696
2024 Q2	$164	Sell	5 -90	-95%	-$2.93K	﹤0.01%	3176
2024 Q1	$3.2K	Buy	+95	New	+$3.2K	﹤0.01%	2643
2021 Q4	$0	Hold	5	–	–	﹤0.01%	3504
2021 Q3	$0	Hold	5	–	–	﹤0.01%	3949
2021 Q2	$0	Hold	5	–	–	﹤0.01%	3944
2021 Q1	$0	Buy	+5	New	+$252	﹤0.01%	3710

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

Harbour Investments's SCHQ Position: Q2 2026 in Review

Harbour Investments opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 69 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #3994 among its holdings. This is a return to the name: Harbour Investments previously reported a position in SCHQ as recently as Q3 2025.

Harbour Investments first reported a position in SCHQ in Q1 2021 and has held it in 12 quarters since. The position peaked at $46.5K in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Harbour Investments held 69 shares of Schwab Long-Term US Treasury ETF worth $2.16K as of Q2 2026.
Schwab Long-Term US Treasury ETF was a new Harbour Investments position in Q2 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3994 holding.
Harbour Investments first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and has held it in 12 quarters since.
Harbour Investments's Schwab Long-Term US Treasury ETF position peaked at $46.5K in Q3 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.