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
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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

CWA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WRPWM

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

SWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments's SCHQ Position: Q4 2025 in Review

Harbour Investments sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 150 shares — an estimated $4.85K sold.

Harbour Investments first reported a position in SCHQ in Q1 2021 and held it in 11 quarters. The position peaked at $46.5K in Q3 2024. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

Harbour Investments reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Harbour Investments sold 150 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $4.85K.
Harbour Investments first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and held it in 11 quarters.
Harbour Investments's Schwab Long-Term US Treasury ETF position peaked at $46.5K in Q3 2024.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.